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
$343M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$1.67M
3
+$1.58M
4
SLB icon
SLB Limited
SLB
+$1.42M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.13M

Top Sells

1
+$1.78M
2
+$446K
3
+$266K
4
PEP icon
PepsiCo
PEP
+$221K
5
MTB icon
M&T Bank
MTB
+$217K

Sector Composition

1 Communication Services 17.93%
2 Consumer Staples 15.92%
3 Financials 11.7%
4 Healthcare 10.9%
5 Technology 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 3.01%
94,519
-450
2
$9.87M 2.88%
93,902
-2,102
3
$9.85M 2.87%
102,138
+209
4
$9.59M 2.8%
311,452
+2,526
5
$8.94M 2.61%
107,390
+679
6
$8.16M 2.38%
174,030
+1,166
7
$8.13M 2.37%
86,731
-243
8
$7.82M 2.28%
77,472
+1,433
9
$7.49M 2.18%
275,556
+1,736
10
$7.24M 2.11%
98,023
+19,193
11
$6.96M 2.03%
83,649
+1,543
12
$6.57M 1.92%
120,769
+2,736
13
$6.49M 1.89%
82,747
+1,967
14
$6.14M 1.79%
211,130
-3,204
15
$5.66M 1.65%
86,967
+1,740
16
$5.64M 1.64%
129,774
-1,818
17
$5.57M 1.63%
309,870
+2,970
18
$5.5M 1.6%
37,261
+1,729
19
$5.17M 1.51%
43,506
+1,126
20
$5M 1.46%
45,221
+2,827
21
$5M 1.46%
66,633
+4,852
22
$4.94M 1.44%
38,613
+1,527
23
$4.92M 1.43%
34,880
+985
24
$4.61M 1.34%
47,828
+1,049
25
$4.56M 1.33%
35,662
+656
1
2 3 4 5