BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
This Quarter Return
-10.7%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$445M
AUM Growth
+$445M
(-13%)
Cap. Flow
-$5.25M
Cap. Flow
% of AUM
-1.18%
Top 10 Holdings %
Top 10 Hldgs %
25.74%
Holding
199
New
6
Increased
64
Reduced
44
Closed
24
Top Buys
| 1 |
CVS Health
CVS
|
$524K |
| 2 |
Intercontinental Exchange
ICE
|
$438K |
| 3 |
Becton Dickinson
BDX
|
$406K |
| 4 |
RTX Corp
RTX
|
$395K |
| 5 |
Amazon
AMZN
|
$394K |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
$5.57M |
| 2 |
COL
Rockwell Collins
COL
|
$1.59M |
| 3 |
BHBK
Blue Hills Bancorp, Inc.
BHBK
|
$359K |
| 4 |
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% |
