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
CCI icon
326
Crown Castle
CCI
$38.1B
$258K 0.02%
+2,909
BRO icon
327
Brown & Brown
BRO
$23.2B
$258K 0.02%
+3,238
VIK icon
328
Viking Holdings
VIK
$30.5B
$258K 0.02%
+3,606
AMT icon
329
American Tower
AMT
$86B
$257K 0.02%
+1,450
TECH icon
330
Bio-Techne
TECH
$7.96B
$254K 0.02%
+4,320
KMB icon
331
Kimberly-Clark
KMB
$32.8B
$254K 0.02%
2,487
+2
ELV icon
332
Elevance Health
ELV
$64.4B
$248K 0.02%
708
-117
AMP icon
333
Ameriprise Financial
AMP
$40.3B
$248K 0.02%
+505
SMCI icon
334
Super Micro Computer
SMCI
$18.5B
$247K 0.02%
+8,449
RGA icon
335
Reinsurance Group of America
RGA
$13.2B
$247K 0.02%
+1,212
KVUE icon
336
Kenvue
KVUE
$33.5B
$246K 0.02%
14,289
-160
DG icon
337
Dollar General
DG
$29B
$245K 0.02%
+1,849
MTCH icon
338
Match Group
MTCH
$7.16B
$245K 0.02%
+7,582
EQT icon
339
EQT Corp
EQT
$40.2B
$245K 0.02%
4,565
-2,733
HTB
340
HomeTrust Bancshares
HTB
$729M
$244K 0.02%
5,686
-14
BLK icon
341
Blackrock
BLK
$144B
$243K 0.02%
+227
ELS icon
342
Equity Lifestyle Properties
ELS
$13.2B
$240K 0.02%
3,898
-3,922
DASH icon
343
DoorDash
DASH
$70.1B
$240K 0.02%
+1,059
SEE icon
344
Sealed Air
SEE
$6.17B
$239K 0.02%
+5,772
IBIT icon
345
iShares Bitcoin Trust
IBIT
$55.3B
$239K 0.02%
4,814
+1,180
ORRF icon
346
Orrstown Financial Services
ORRF
$667M
$238K 0.02%
6,733
-4
MANH icon
347
Manhattan Associates
MANH
$8.43B
$238K 0.02%
+1,374
JEF icon
348
Jefferies Financial Group
JEF
$7.51B
$236K 0.02%
+3,810
FTNT icon
349
Fortinet
FTNT
$61.7B
$233K 0.02%
+2,934
CHH icon
350
Choice Hotels
CHH
$4.39B
$233K 0.02%
+2,444
12 13
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