BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
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
$2.67B
$281K 0.02%
10,674
-8,231
UAL icon
302
United Airlines
UAL
$29.3B
$281K 0.02%
+2,510
XYZ
303
Block Inc
XYZ
$41.4B
$280K 0.02%
+4,296
PBE icon
304
Invesco Biotechnology & Genome ETF
PBE
$249M
$279K 0.02%
3,400
CAR icon
305
Avis
CAR
$6.43B
$278K 0.02%
+2,166
SF icon
306
Stifel
SF
$12B
$277K 0.02%
+3,324
C icon
307
Citigroup
C
$219B
$277K 0.02%
+2,373
ENB icon
308
Enbridge
ENB
$116B
$275K 0.02%
5,757
+336
ILMN icon
309
Illumina
ILMN
$19.5B
$275K 0.02%
+2,096
SU icon
310
Suncor Energy
SU
$77.4B
$275K 0.02%
6,195
VEA icon
311
Vanguard FTSE Developed Markets ETF
VEA
$217B
$274K 0.02%
4,383
+1
CL icon
312
Colgate-Palmolive
CL
$68.7B
$272K 0.02%
3,441
+419
DKNG icon
313
DraftKings
DKNG
$11.6B
$271K 0.02%
+7,863
MPWR icon
314
Monolithic Power Systems
MPWR
$73.9B
$270K 0.02%
+298
NBIX icon
315
Neurocrine Biosciences
NBIX
$12.9B
$270K 0.02%
+1,904
XLU icon
316
State Street Utilities Select Sector SPDR ETF
XLU
$24.3B
$268K 0.02%
6,268
-64
DIA icon
317
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.5B
$266K 0.02%
552
FE icon
318
FirstEnergy
FE
$28.6B
$265K 0.02%
5,928
-4,875
AMAT icon
319
Applied Materials
AMAT
$302B
$265K 0.02%
1,031
-9
IOO icon
320
iShares Global 100 ETF
IOO
$8.37B
$264K 0.02%
2,082
MKTX icon
321
MarketAxess Holdings
MKTX
$5.69B
$264K 0.02%
+1,454
LECO icon
322
Lincoln Electric
LECO
$14.3B
$261K 0.02%
+1,084
MASI icon
323
Masimo
MASI
$9.36B
$260K 0.02%
+2,002
FBIZ icon
324
First Business Financial Services
FBIZ
$477M
$260K 0.02%
4,788
+38
NUE icon
325
Nucor
NUE
$51.3B
$259K 0.02%
1,588
-196
11 12
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