BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+6.98%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$832M
AUM Growth
+$49.7M
(+6.3%)
Cap. Flow
+$2.76M
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
27.74%
Holding
226
New
16
Increased
65
Reduced
93
Closed
2
Top Buys
| 1 |
TSMC
TSM
|
$1.49M |
| 2 |
RTX Corp
RTX
|
$967K |
| 3 |
Merck
MRK
|
$754K |
| 4 |
Amazon
AMZN
|
$628K |
| 5 |
Boeing
BA
|
$627K |
Top Sells
| 1 |
Intel
INTC
|
$951K |
| 2 |
Cisco
CSCO
|
$855K |
| 3 |
Corpay
CPAY
|
$641K |
| 4 |
Timken Company
TKR
|
$613K |
| 5 |
Mastercard
MA
|
$504K |
Sector Composition
| 1 | Financials | 17.37% |
| 2 | Technology | 16.47% |
| 3 | Communication Services | 11.95% |
| 4 | Healthcare | 11.9% |
| 5 | Industrials | 11.09% |
