BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.34B
This Quarter Return
-0.52%
1 Year Return
+20.47%
3 Year Return
+79.67%
5 Year Return
+139.37%
10 Year Return
+300.78%
AUM
$311M
AUM Growth
+$311M
(+3.8%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
4.33%
Top 10 Holdings %
Top 10 Hldgs %
27.32%
Holding
149
New
13
Increased
45
Reduced
40
Closed
7
Top Buys
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$3.95M |
| 2 |
Unilever
UL
|
$3.19M |
| 3 |
United Parcel Service
UPS
|
$2.84M |
| 4 |
Vodafone
VOD
|
$1.41M |
| 5 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$961K |
Top Sells
| 1 |
DTV
DIRECTV COM STK (DE)
DTV
|
$494K |
| 2 |
DISH
DISH Network Corp.
DISH
|
$484K |
| 3 |
Herc Holdings
HRI
|
$320K |
| 4 |
Home Depot
HD
|
$234K |
| 5 |
Cedar Fair
FUN
|
$218K |
Sector Composition
| 1 | Communication Services | 14.81% |
| 2 | Consumer Staples | 13.04% |
| 3 | Technology | 12.69% |
| 4 | Financials | 11.52% |
| 5 | Healthcare | 10.67% |
