BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
This Quarter Return
-0.8%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$308M
AUM Growth
-$249K
(-0.08%)
Cap. Flow
+$3.77M
Cap. Flow
% of AUM
1.23%
Top 10 Holdings %
Top 10 Hldgs %
27.34%
Holding
162
New
9
Increased
47
Reduced
52
Closed
6
Top Buys
| 1 |
Cognizant
CTSH
|
$3.15M |
| 2 |
Metallus
MTUS
|
$579K |
| 3 |
Abbott
ABT
|
$517K |
| 4 |
BHBK
Blue Hills Bancorp, Inc.
BHBK
|
$501K |
| 5 |
Liberty Media Series C
FWONK
|
$497K |
Top Sells
| 1 |
Fresenius Medical Care
FMS
|
$671K |
| 2 |
Liberty Media Series A
FWONA
|
$493K |
| 3 |
DTV
DIRECTV COM STK (DE)
DTV
|
$476K |
| 4 |
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% |
