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
1
$22.9M 3.43%
408,272
+123,332
2
$21.8M 3.27%
156,555
+29,964
3
$21M 3.16%
77,485
-517
4
$16.9M 2.53%
130,329
+32,641
5
$16.9M 2.53%
129,322
+14,863
6
$16.1M 2.42%
129,590
+47,929
7
$14.2M 2.13%
37,211
+959
8
$14M 2.1%
309,798
+445
9
$13.3M 2%
97,312
+13,445
10
$12.9M 1.94%
237,143
+39,636
11
$12.4M 1.86%
59,683
+21,166
12
$11.4M 1.71%
140,444
+11,245
13
$11M 1.66%
51,323
+1,836
14
$11M 1.65%
155,293
+45,838
15
$10.6M 1.6%
89,658
+31,618
16
$9.89M 1.49%
162,220
+41,740
17
$9.72M 1.46%
54,577
+784
18
$9.56M 1.44%
114,268
+17,164
19
$9.38M 1.41%
79,710
+17,388
20
$8.65M 1.3%
+597,367
21
$8.64M 1.3%
30,128
-195
22
$8.63M 1.3%
55,670
+24,489
23
$8.59M 1.29%
34,809
+209
24
$8.47M 1.27%
115,539
-1,158
25
$8.44M 1.27%
317,820
+3,435
1
2 3 4 5