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
1
$10.5M 3.42%
98,735
-30
2
$10.2M 3.3%
157,273
-2,925
3
$9.63M 3.13%
102,419
-1,458
4
$9.15M 2.97%
102,783
-1,524
5
$8.85M 2.87%
95,096
-1,629
6
$7.77M 2.52%
145,295
-81
7
$7.34M 2.38%
72,182
-562
8
$7.33M 2.38%
171,714
+1,011
9
$6.96M 2.26%
80,507
-5,497
10
$6.47M 2.1%
87,509
+1,912
11
$6.33M 2.06%
75,631
+535
12
$6.23M 2.02%
214,367
+4,713
13
$6.02M 1.95%
72,173
+817
14
$5.88M 1.91%
233,428
+160
15
$5.66M 1.84%
46,116
+438
16
$5.23M 1.7%
43,848
-80
17
$4.89M 1.59%
105,576
+522
18
$4.48M 1.46%
79,451
+1,586
19
$4.44M 1.44%
34,831
+1,087
20
$4.34M 1.41%
80,202
+392
21
$4.08M 1.32%
81,538
-1,631
22
$3.98M 1.29%
37,971
+100
23
$3.87M 1.26%
27,999
-95
24
$3.82M 1.24%
44,203
-50
25
$3.79M 1.23%
110,521
+656
1
2 3 4 5