BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
+7.53%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$924M
AUM Growth
+$48.2M
(+5.5%)
Cap. Flow
-$9.16M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
29.06%
Holding
225
New
6
Increased
52
Reduced
111
Closed
4
Top Buys
| 1 |
Truist Financial
TFC
|
$721K |
| 2 |
Merck
MRK
|
$442K |
| 3 |
Texas Instruments
TXN
|
$368K |
| 4 |
American Electric Power
AEP
|
$317K |
| 5 |
Carrier Global
CARR
|
$308K |
Top Sells
| 1 |
Apple
AAPL
|
$1.42M |
| 2 |
Microsoft
MSFT
|
$1.15M |
| 3 |
Walt Disney
DIS
|
$984K |
| 4 |
FRC
First Republic Bank
FRC
|
$824K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$691K |
Sector Composition
| 1 | Technology | 19.55% |
| 2 | Financials | 15.25% |
| 3 | Healthcare | 12.87% |
| 4 | Industrials | 10.9% |
| 5 | Consumer Discretionary | 10.2% |
