BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
-12.88%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$782M
AUM Growth
-$141M
(-15%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-1.48%
Top 10 Holdings %
Top 10 Hldgs %
27.62%
Holding
240
New
8
Increased
59
Reduced
95
Closed
16
Top Buys
| 1 |
Warner Bros
WBD
|
$1.23M |
| 2 |
Ponce Financial Group
PDLB
|
$610K |
| 3 |
Salesforce
CRM
|
$546K |
| 4 |
BP
BP
|
$453K |
| 5 |
Philip Morris
PM
|
$378K |
Top Sells
| 1 |
Apple
AAPL
|
$1.9M |
| 2 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$1.48M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.42M |
| 4 |
TJX Companies
TJX
|
$815K |
| 5 |
AT&T
T
|
$779K |
Sector Composition
| 1 | Technology | 16.62% |
| 2 | Financials | 15.66% |
| 3 | Healthcare | 13.44% |
| 4 | Consumer Staples | 11.02% |
| 5 | Industrials | 10.7% |
