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
CMA
276
DELISTED
Comerica
CMA
$317K 0.02%
+3,648
WING icon
277
Wingstop
WING
$5.59B
$312K 0.02%
+1,309
ULTA icon
278
Ulta Beauty
ULTA
$23.8B
$307K 0.02%
508
-54
TSCO icon
279
Tractor Supply
TSCO
$24.9B
$307K 0.02%
6,135
-1,171
ACGL icon
280
Arch Capital
ACGL
$33.3B
$307K 0.02%
+3,196
TWLO icon
281
Twilio
TWLO
$18.9B
$306K 0.02%
+2,154
SNOW icon
282
Snowflake
SNOW
$61.1B
$305K 0.02%
+1,391
GEHC icon
283
GE HealthCare
GEHC
$32.3B
$304K 0.02%
3,709
-366
UTHR icon
284
United Therapeutics
UTHR
$23.5B
$304K 0.02%
+624
MTUS icon
285
Metallus
MTUS
$613M
$303K 0.02%
17,651
+196
BBY icon
286
Best Buy
BBY
$13.1B
$302K 0.02%
+4,451
IT icon
287
Gartner
IT
$11.7B
$301K 0.02%
+1,194
DRI icon
288
Darden Restaurants
DRI
$23.3B
$300K 0.02%
1,631
+432
LH icon
289
Labcorp
LH
$21.7B
$300K 0.02%
+1,196
CVS icon
290
CVS Health
CVS
$96.9B
$300K 0.02%
3,778
-391
SDY icon
291
State Street SPDR S&P Dividend ETF
SDY
$21B
$299K 0.02%
2,148
+53
WEC icon
292
WEC Energy
WEC
$38.2B
$297K 0.02%
2,814
-243
NEE icon
293
NextEra Energy
NEE
$193B
$297K 0.02%
3,694
-2,562
ITOT icon
294
iShares Core S&P Total US Stock Market ETF
ITOT
$79.8B
$295K 0.02%
1,981
-133
BSV icon
295
Vanguard Short-Term Bond ETF
BSV
$43.7B
$294K 0.02%
+3,733
MCO icon
296
Moody's
MCO
$76.5B
$287K 0.02%
562
-468
CHWY icon
297
Chewy
CHWY
$10.6B
$287K 0.02%
+8,676
EME icon
298
Emcor
EME
$31.6B
$286K 0.02%
+468
VTIP icon
299
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$286K 0.02%
5,778
+1,600
IQV icon
300
IQVIA
IQV
$27.7B
$282K 0.02%
+1,252
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