BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+12.53%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$783M
AUM Growth
+$76.8M
(+11%)
Cap. Flow
-$2.29M
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
29.72%
Holding
216
New
22
Increased
46
Reduced
108
Closed
6
Top Buys
| 1 |
Eastern Bankshares
EBC
|
$1.59M |
| 2 |
Salesforce
CRM
|
$1.46M |
| 3 |
Aon
AON
|
$1.08M |
| 4 |
TSMC
TSM
|
$874K |
| 5 |
RTX Corp
RTX
|
$674K |
Top Sells
| 1 |
Cisco
CSCO
|
$1.23M |
| 2 |
Intel
INTC
|
$774K |
| 3 |
Wells Fargo
WFC
|
$696K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$544K |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$437K |
Sector Composition
| 1 | Technology | 17.37% |
| 2 | Financials | 16.92% |
| 3 | Healthcare | 12.43% |
| 4 | Communication Services | 12.08% |
| 5 | Industrials | 10.46% |
