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
BBT
301
Beacon Financial Corp
BBT
$2.4B
$281K 0.02%
10,674
-8,231
UAL icon
302
United Airlines
UAL
$28B
$281K 0.02%
+2,510
XYZ
303
Block Inc
XYZ
$35.8B
$280K 0.02%
+4,296
PBE icon
304
Invesco Biotechnology & Genome ETF
PBE
$242M
$279K 0.02%
3,400
CAR icon
305
Avis
CAR
$3.55B
$278K 0.02%
+2,166
SF icon
306
Stifel
SF
$10.9B
$277K 0.02%
+2,216
C icon
307
Citigroup
C
$185B
$277K 0.02%
+2,373
ENB icon
308
Enbridge
ENB
$118B
$275K 0.02%
5,757
+336
ILMN icon
309
Illumina
ILMN
$18.2B
$275K 0.02%
+2,096
SU icon
310
Suncor Energy
SU
$70.7B
$275K 0.02%
6,195
VEA icon
311
Vanguard FTSE Developed Markets ETF
VEA
$202B
$274K 0.02%
4,383
+1
CL icon
312
Colgate-Palmolive
CL
$71.2B
$272K 0.02%
3,441
+419
DKNG icon
313
DraftKings
DKNG
$12.8B
$271K 0.02%
+7,863
MPWR icon
314
Monolithic Power Systems
MPWR
$51.7B
$270K 0.02%
+298
NBIX icon
315
Neurocrine Biosciences
NBIX
$13B
$270K 0.02%
+1,904
XLU icon
316
State Street Utilities Select Sector SPDR ETF
XLU
$24.6B
$268K 0.02%
6,268
-64
DIA icon
317
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.2B
$266K 0.02%
552
FE icon
318
FirstEnergy
FE
$29.6B
$265K 0.02%
5,928
-4,875
AMAT icon
319
Applied Materials
AMAT
$271B
$265K 0.02%
1,031
-9
IOO icon
320
iShares Global 100 ETF
IOO
$7.71B
$264K 0.02%
2,082
MKTX icon
321
MarketAxess Holdings
MKTX
$6.4B
$264K 0.02%
+1,454
LECO icon
322
Lincoln Electric
LECO
$14.2B
$261K 0.02%
+1,084
MASI icon
323
Masimo
MASI
$9.16B
$260K 0.02%
+2,002
FBIZ icon
324
First Business Financial Services
FBIZ
$434M
$260K 0.02%
4,788
+38
NUE icon
325
Nucor
NUE
$37.2B
$259K 0.02%
1,588
-196
11 12
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