BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$666M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.91M
3
+$6.15M
4
PG icon
Procter & Gamble
PG
+$5.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.4M

Top Sells

1
+$560K
2
+$376K
3
+$300K
4
SATS icon
EchoStar
SATS
+$267K
5
KRNY icon
Kearny Financial
KRNY
+$236K

Sector Composition

1 Financials 19.1%
2 Technology 14.09%
3 Healthcare 12.17%
4 Consumer Staples 11.73%
5 Communication Services 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$146K 0.02%
3,296
-336
202
$140K 0.02%
12,350
203
$120K 0.02%
11,175
-7,100
204
$93K 0.01%
10,099
205
$82K 0.01%
11,082
-13,570
206
$46K 0.01%
11,000
207
– –
-8,689
208
– –
-11,900
209
– –
-14,913
210
– –
-8,223
211
– –
-10,792
212
– –
-17,746
213
– –
-11,354
214
– –
-2,145
215
– –
-19,799
5 6 7 8
9