BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$24.9M
3
+$24.8M
4
BSX icon
Boston Scientific
BSX
+$21.3M
5
PM icon
Philip Morris
PM
+$18.6M

Top Sells

1
+$11.4M
2
+$7.58M
3
+$7.01M
4
IR icon
Ingersoll Rand
IR
+$6.45M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$3.41M

Sector Composition

1 Technology 22.84%
2 Financials 14.61%
3 Industrials 11.24%
4 Communication Services 10.75%
5 Consumer Discretionary 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZM icon
226
Zoom
ZM
$21.8B
$410K 0.03%
+4,748
SO icon
227
Southern Company
SO
$110B
$408K 0.03%
4,677
-260
WELL icon
228
Welltower
WELL
$145B
$407K 0.03%
+2,192
JBHT icon
229
JB Hunt Transport Services
JBHT
$18.9B
$406K 0.03%
+2,087
NTNX icon
230
Nutanix
NTNX
$10.4B
$404K 0.03%
+7,824
H icon
231
Hyatt Hotels
H
$13.2B
$404K 0.03%
+2,522
REGN icon
232
Regeneron Pharmaceuticals
REGN
$78.8B
$403K 0.03%
+522
BIIB icon
233
Biogen
BIIB
$26.6B
$400K 0.03%
+2,272
USB icon
234
US Bancorp
USB
$79.2B
$400K 0.03%
7,419
+2,843
MET icon
235
MetLife
MET
$44.3B
$398K 0.03%
5,041
+2,043
ADBE icon
236
Adobe
ADBE
$102B
$397K 0.03%
1,133
-22,286
EXC icon
237
Exelon
EXC
$51B
$395K 0.03%
+9,067
BLD icon
238
TopBuild
BLD
$10.3B
$394K 0.03%
+944
PGR icon
239
Progressive
PGR
$120B
$393K 0.03%
+1,725
CMG icon
240
Chipotle Mexican Grill
CMG
$42.4B
$392K 0.03%
10,591
+5,123
MNST icon
241
Monster Beverage
MNST
$75.4B
$391K 0.03%
+5,104
FTI icon
242
TechnipFMC
FTI
$25.2B
$386K 0.03%
+8,659
VWO icon
243
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$386K 0.03%
7,176
-381
SATS icon
244
EchoStar
SATS
$31.3B
$379K 0.02%
3,491
-62
BMRN icon
245
BioMarin Pharmaceuticals
BMRN
$11.3B
$374K 0.02%
+6,296
MDT icon
246
Medtronic
MDT
$112B
$372K 0.02%
3,844
-151
TGT icon
247
Target
TGT
$53.1B
$370K 0.02%
3,781
+523
BKNG icon
248
Booking.com
BKNG
$134B
$364K 0.02%
+68
ITW icon
249
Illinois Tool Works
ITW
$76.9B
$359K 0.02%
1,449
+45
TXT icon
250
Textron
TXT
$15.9B
$359K 0.02%
+4,118
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