BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
This Quarter Return
+7.1%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$884M
AUM Growth
+$884M
(+6.2%)
Cap. Flow
+$2.61M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
28.48%
Holding
240
New
16
Increased
75
Reduced
95
Closed
9
Top Buys
| 1 |
Sherwin-Williams
SHW
|
$2.31M |
| 2 |
CSX Corp
CSX
|
$1.3M |
| 3 |
CrowdStrike
CRWD
|
$1.25M |
| 4 |
TSMC
TSM
|
$1.13M |
| 5 |
RTX Corp
RTX
|
$1.06M |
Top Sells
| 1 |
PayPal
PYPL
|
$776K |
| 2 |
MIME
Mimecast Limited
MIME
|
$710K |
| 3 |
Metallus
MTUS
|
$601K |
| 4 |
Cisco
CSCO
|
$483K |
| 5 |
Corpay
CPAY
|
$395K |
Sector Composition
| 1 | Financials | 17.27% |
| 2 | Technology | 17.15% |
| 3 | Communication Services | 12.13% |
| 4 | Healthcare | 11.74% |
| 5 | Industrials | 10.99% |
