BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
This Quarter Return
+6.58%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$466M
AUM Growth
+$27.9M
(+6.4%)
Cap. Flow
+$2.65M
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
23.63%
Holding
194
New
6
Increased
45
Reduced
72
Closed
5
Top Buys
| 1 |
DuPont de Nemours
DD
|
$3.35M |
| 2 |
Texas Instruments
TXN
|
$450K |
| 3 |
Sabre
SABR
|
$422K |
| 4 |
First Horizon
FHN
|
$302K |
| 5 |
Becton Dickinson
BDX
|
$295K |
Top Sells
| 1 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
$1.39M |
| 2 |
Bath & Body Works
BBWI
|
$347K |
| 3 |
Huntington Bancshares
HBAN
|
$294K |
| 4 |
FRC
First Republic Bank
FRC
|
$288K |
| 5 |
FS Bancorp
FSBW
|
$257K |
Sector Composition
| 1 | Financials | 16.26% |
| 2 | Communication Services | 15.4% |
| 3 | Consumer Staples | 12.53% |
| 4 | Technology | 11.45% |
| 5 | Healthcare | 10.78% |
