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
126
$294K 0.1%
2,381
127
$289K 0.09%
+5,870
128
$288K 0.09%
2,909
129
$287K 0.09%
2,000
130
$280K 0.09%
1,519
+129
131
$273K 0.09%
3,657
132
$258K 0.08%
3,194
133
$251K 0.08%
3,065
134
$250K 0.08%
4,214
135
$249K 0.08%
10,382
-20,538
136
$243K 0.08%
16,890
-2,150
137
$239K 0.08%
6,458
-808
138
$238K 0.08%
2,478
+300
139
$228K 0.07%
+5,112
140
$224K 0.07%
5,367
141
$221K 0.07%
8,202
-210
142
$217K 0.07%
6,000
143
$214K 0.07%
+3,599
144
$212K 0.07%
2,600
145
$210K 0.07%
4,763
-1,367
146
$208K 0.07%
+1,287
147
$205K 0.07%
5,255
-2,025
148
$205K 0.07%
2,534
149
$204K 0.07%
5,325
150
$203K 0.07%
4,300
3 4 5
6
7