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
76
$1.03M 0.34%
5
77
$1.02M 0.33%
21,832
-1,099
78
$995K 0.32%
29,641
+418
79
$994K 0.32%
29,834
80
$982K 0.32%
13,464
-1,538
81
$962K 0.31%
23,090
82
$944K 0.31%
7,168
-200
83
$931K 0.3%
24,980
+8,870
84
$924K 0.3%
5,031
+2,051
85
$916K 0.3%
17,535
-100
86
$889K 0.29%
11,324
87
$871K 0.28%
25,432
-900
88
$834K 0.27%
7,038
-270
89
$798K 0.26%
74,655
90
$720K 0.23%
9,858
91
$707K 0.23%
52,095
+4,900
92
$686K 0.22%
5,836
-250
93
$683K 0.22%
19,343
-1,000
94
$631K 0.2%
6,371
95
$617K 0.2%
16,560
96
$616K 0.2%
6,558
+933
97
$587K 0.19%
6,249
98
$579K 0.19%
+12,460
99
$534K 0.17%
14,400
100
$519K 0.17%
4,465
+620
2 3
4
5 6