BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
1-Year Return
20.47%
This Quarter Return
-2.52%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$887M
AUM Growth
-$37.4M
(-4%)
Cap. Flow
-$6.08M
Cap. Flow
% of AUM
-0.68%
Top 10 Holdings %
Top 10 Hldgs %
29.13%
Holding
225
New
4
Increased
44
Reduced
96
Closed
7
Top Buys
| 1 |
Amazon
AMZN
|
$5.06M |
| 2 |
TJX Companies
TJX
|
$3.3M |
| 3 |
Kenvue
KVUE
|
$378K |
| 4 |
Edwards Lifesciences
EW
|
$359K |
| 5 |
Salesforce
CRM
|
$233K |
Top Sells
| 1 |
PayPal
PYPL
|
$3.94M |
| 2 |
Apple
AAPL
|
$1.86M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.61M |
| 4 |
Johnson & Johnson
JNJ
|
$870K |
| 5 |
CVS Health
CVS
|
$712K |
Sector Composition
| 1 | Technology | 18.67% |
| 2 | Financials | 15.22% |
| 3 | Healthcare | 12.44% |
| 4 | Consumer Discretionary | 10.89% |
| 5 | Industrials | 10.64% |
