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
$304M
AUM Growth
-$6.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$5.71M
2
+$4.23M
3
+$4.07M
4
META icon
Meta Platforms (Facebook)
META
+$3.78M
5
PYPL icon
PayPal
PYPL
+$1.9M

Top Sells

1
+$6.78M
2
+$6.62M
3
+$1.65M
4
BAX icon
Baxter International
BAX
+$1.05M
5
HRI icon
Herc Holdings
HRI
+$276K

Sector Composition

1 Communication Services 16.55%
2 Consumer Staples 15.48%
3 Financials 11.99%
4 Technology 10.58%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 3.46%
102,948
+3,169
2
$9.02M 2.96%
95,604
+2,768
3
$8.98M 2.95%
96,196
+3,195
4
$8.57M 2.82%
149,672
+2,950
5
$7.9M 2.6%
135,390
-1,630
6
$7.88M 2.59%
87,438
-28
7
$7.8M 2.57%
104,947
+2,613
8
$7.35M 2.42%
266,600
+23,848
9
$7.16M 2.35%
229,480
+5,140
10
$6.89M 2.26%
171,718
+2,783
11
$6.15M 2.02%
84,448
+2,744
12
$5.95M 1.95%
74,959
+1,525
13
$5.79M 1.9%
80,531
+4,135
14
$5.71M 1.88%
+80,968
15
$5.55M 1.82%
45,901
+549
16
$5.49M 1.8%
223,034
+172,016
17
$5.42M 1.78%
78,596
+4,793
18
$5.13M 1.69%
307,920
+5,280
19
$5.09M 1.68%
115,118
+8,834
20
$4.62M 1.52%
73,711
+1,561
21
$4.54M 1.49%
34,691
+1,442
22
$4.3M 1.42%
41,620
+1,435
23
$4.24M 1.39%
32,528
+1,896
24
$4.24M 1.39%
61,463
+1,558
25
$4.07M 1.34%
+64,823
1
2 3 4 5