BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$666M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.91M
3
+$6.15M
4
PG icon
Procter & Gamble
PG
+$5.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.4M

Top Sells

1
+$560K
2
+$376K
3
+$300K
4
SATS icon
EchoStar
SATS
+$267K
5
KRNY icon
Kearny Financial
KRNY
+$236K

Sector Composition

1 Financials 19.1%
2 Technology 14.09%
3 Healthcare 12.17%
4 Consumer Staples 11.73%
5 Communication Services 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$354K 0.05%
+7,635
152
$348K 0.05%
+3,046
153
$346K 0.05%
2,785
+1,000
154
$336K 0.05%
3,283
155
$328K 0.05%
20,757
156
$326K 0.05%
5,082
157
$315K 0.05%
+6,065
158
$312K 0.05%
3,478
159
$309K 0.05%
3,645
160
$306K 0.05%
14,727
161
$303K 0.05%
6,000
162
$302K 0.05%
+1,563
163
$301K 0.05%
772
164
$297K 0.04%
14,909
-1,901
165
$289K 0.04%
17,597
166
$288K 0.04%
5,210
+500
167
$281K 0.04%
+3,600
168
$277K 0.04%
27,469
169
$276K 0.04%
9,196
170
$269K 0.04%
4,652
171
$262K 0.04%
50,600
-1,700
172
$254K 0.04%
9,300
173
$253K 0.04%
9,490
-1,100
174
$250K 0.04%
2,628
175
$248K 0.04%
+3,600
5 6
7
8 9