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
101
$515K 0.17%
388
+13
102
$505K 0.16%
14,036
103
$501K 0.16%
+38,210
104
$500K 0.16%
6,319
105
$497K 0.16%
+19,753
106
$492K 0.16%
7,250
107
$485K 0.16%
25,550
+2,800
108
$468K 0.15%
4,320
109
$444K 0.14%
13,910
-400
110
$433K 0.14%
12,339
111
$430K 0.14%
6,787
+200
112
$401K 0.13%
4,942
-500
113
$394K 0.13%
336
114
$373K 0.12%
8,915
-2,500
115
$361K 0.12%
22,097
-2,847
116
$358K 0.12%
14,046
117
$346K 0.11%
9,905
-2,770
118
$344K 0.11%
5,908
119
$338K 0.11%
3,950
120
$335K 0.11%
8,870
-8,489
121
$334K 0.11%
3,300
122
$329K 0.11%
12,615
123
$323K 0.1%
28,800
124
$318K 0.1%
6,369
125
$303K 0.1%
15,975
-823
3 4
5
6 7