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
51
$2.29M 0.74%
30,070
-2,900
52
$2.26M 0.74%
65,029
+850
53
$2.26M 0.73%
54,359
+12,424
54
$2.23M 0.73%
32,803
55
$1.79M 0.58%
34,890
+372
56
$1.72M 0.56%
25,958
+1,400
57
$1.62M 0.53%
57,665
-1
58
$1.58M 0.51%
14,416
59
$1.53M 0.5%
156,867
+7,320
60
$1.49M 0.48%
16,969
61
$1.47M 0.48%
44,631
-122
62
$1.39M 0.45%
52,077
-198
63
$1.38M 0.45%
103,350
+3,500
64
$1.34M 0.43%
23,129
-500
65
$1.32M 0.43%
28,703
66
$1.3M 0.42%
6,621
-500
67
$1.22M 0.4%
1,917
-50
68
$1.18M 0.38%
8,334
-60
69
$1.17M 0.38%
87,408
70
$1.14M 0.37%
10,166
71
$1.12M 0.36%
19,784
+1,677
72
$1.11M 0.36%
16,888
73
$1.11M 0.36%
33,544
-618
74
$1.06M 0.35%
30,670
-19,340
75
$1.06M 0.34%
24,923
-9,894
1 2
3
4 5