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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
CCI icon
326
Crown Castle
CCI
$40.2B
$258K 0.02%
+2,909
BRO icon
327
Brown & Brown
BRO
$20.3B
$258K 0.02%
+3,238
VIK icon
328
Viking Holdings
VIK
$41.2B
$258K 0.02%
+3,606
AMT icon
329
American Tower
AMT
$87.2B
$257K 0.02%
+1,450
TECH icon
330
Bio-Techne
TECH
$8.45B
$254K 0.02%
+4,320
KMB icon
331
Kimberly-Clark
KMB
$34B
$254K 0.02%
2,487
+2
ELV icon
332
Elevance Health
ELV
$87.7B
$248K 0.02%
708
-117
AMP icon
333
Ameriprise Financial
AMP
$41.3B
$248K 0.02%
+505
SMCI icon
334
Super Micro Computer
SMCI
$18.3B
$247K 0.02%
+8,449
RGA icon
335
Reinsurance Group of America
RGA
$13.8B
$247K 0.02%
+1,212
KVUE icon
336
Kenvue
KVUE
$34.8B
$246K 0.02%
14,289
-160
DG icon
337
Dollar General
DG
$25.3B
$245K 0.02%
+1,849
MTCH icon
338
Match Group
MTCH
$8.14B
$245K 0.02%
+7,582
EQT icon
339
EQT Corp
EQT
$32.5B
$245K 0.02%
4,565
-2,733
HTB
340
HomeTrust Bancshares
HTB
$805M
$244K 0.02%
5,686
-14
BLK icon
341
Blackrock
BLK
$160B
$243K 0.02%
+227
ELS icon
342
Equity Lifestyle Properties
ELS
$12.6B
$240K 0.02%
3,898
-3,922
DASH icon
343
DoorDash
DASH
$65.6B
$240K 0.02%
+1,059
SEE
344
DELISTED
Sealed Air
SEE
$239K 0.02%
+5,772
IBIT icon
345
iShares Bitcoin Trust
IBIT
$49.2B
$239K 0.02%
4,814
+1,180
ORRF icon
346
Orrstown Financial Services
ORRF
$785M
$238K 0.02%
6,733
-4
MANH icon
347
Manhattan Associates
MANH
$8.46B
$238K 0.02%
+1,374
JEF icon
348
Jefferies Financial Group
JEF
$12.6B
$236K 0.02%
+3,810
FTNT icon
349
Fortinet
FTNT
$107B
$233K 0.02%
+2,934
CHH icon
350
Choice Hotels
CHH
$4.98B
$233K 0.02%
+2,444
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