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
$445M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$524K
2
+$438K
3
+$406K
4
RTX icon
RTX Corp
RTX
+$395K
5
AMZN icon
Amazon
AMZN
+$394K

Top Sells

1
+$5.57M
2
+$1.58M
3
+$359K
4
KHC icon
Kraft Heinz
KHC
+$318K
5
ANCB
Anchor Bancorp
ANCB
+$317K

Sector Composition

1 Financials 17.1%
2 Communication Services 14.45%
3 Technology 12.89%
4 Healthcare 12.82%
5 Consumer Staples 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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