BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+5.85%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$876M
AUM Growth
+$45.6M
(+5.5%)
Cap. Flow
+$20.6M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
27.85%
Holding
225
New
5
Increased
68
Reduced
105
Closed
6
Top Buys
| 1 |
Novo Nordisk
NVO
|
$10.8M |
| 2 |
Broadcom
AVGO
|
$10.3M |
| 3 |
Apple
AAPL
|
$1.55M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.05M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$698K |
Top Sells
| 1 |
Baxter International
BAX
|
$2.81M |
| 2 |
Cisco
CSCO
|
$1.95M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.45M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$931K |
| 5 |
Intel
INTC
|
$813K |
Sector Composition
| 1 | Technology | 18.06% |
| 2 | Financials | 15.38% |
| 3 | Healthcare | 13.09% |
| 4 | Industrials | 11.3% |
| 5 | Consumer Staples | 10.52% |
