BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+7.29%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$714M
AUM Growth
+$48.7M
(+7.3%)
Cap. Flow
+$5.17M
Cap. Flow
% of AUM
0.72%
Top 10 Holdings %
Top 10 Hldgs %
25.94%
Holding
216
New
9
Increased
74
Reduced
60
Closed
14
Top Buys
| 1 |
TJX Companies
TJX
|
$1.58M |
| 2 |
Amazon
AMZN
|
$1.43M |
| 3 |
Costco
COST
|
$1.4M |
| 4 |
Adobe
ADBE
|
$1.02M |
| 5 |
Stryker
SYK
|
$932K |
Top Sells
| 1 |
Farmers National Banc Corp
FMNB
|
$1.13M |
| 2 |
DuPont de Nemours
DD
|
$957K |
| 3 |
Schlumberger
SLB
|
$838K |
| 4 |
Dow Inc
DOW
|
$691K |
| 5 |
Cognizant
CTSH
|
$546K |
Sector Composition
| 1 | Financials | 18.71% |
| 2 | Technology | 14.9% |
| 3 | Healthcare | 12.54% |
| 4 | Communication Services | 11.67% |
| 5 | Consumer Staples | 11.17% |
