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
$308M
AUM Growth
-$249K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$579K
3
+$517K
4
BHBK
Blue Hills Bancorp, Inc.
BHBK
+$501K
5
FWONK icon
Liberty Media Series C
FWONK
+$497K

Top Sells

1
+$671K
2
+$493K
3
+$476K
4
TKR icon
Timken Company
TKR
+$419K
5
PEOP
PEOPLES FED BANCSHARES INC COM STK (MD)
PEOP
+$371K

Sector Composition

1 Communication Services 15.02%
2 Consumer Staples 13.54%
3 Technology 12.07%
4 Energy 11.45%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 1.23%
26,647
+178
27
$3.74M 1.21%
20,587
-28
28
$3.72M 1.21%
28,156
+1,399
29
$3.7M 1.2%
38,736
-50
30
$3.6M 1.17%
36,401
+1,166
31
$3.53M 1.14%
45,152
-300
32
$3.45M 1.12%
49,988
-427
33
$3.33M 1.08%
25,812
+147
34
$3.3M 1.07%
96,541
-8,100
35
$3.15M 1.02%
+70,295
36
$3.06M 0.99%
72,912
+3,468
37
$3.03M 0.98%
127,099
-2,272
38
$3.02M 0.98%
301,755
+4,830
39
$3.01M 0.98%
56,912
+590
40
$2.99M 0.97%
59,281
-200
41
$2.96M 0.96%
38,712
+2,926
42
$2.83M 0.92%
29,844
+141
43
$2.75M 0.89%
61,771
+656
44
$2.72M 0.88%
45,089
+2,866
45
$2.69M 0.88%
24,270
+396
46
$2.69M 0.87%
27,357
+1,864
47
$2.58M 0.84%
26,273
+1,815
48
$2.39M 0.78%
38,161
+2,044
49
$2.33M 0.76%
58,924
-1,410
50
$2.32M 0.75%
59,551
+1,791
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