We are live on
!
Find out more
BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.56B
1-Year Est. Return
26.01%
This Fund
S&P 500
1 Year Est. Return
+26.01%
AUM
$1.56B
AUM Growth
+$24M
(+1.6%)
Holding
482
Top Buys
| 1 | +$17.6M | |
| 2 | +$12.8M | |
| 3 | +$7.32M | |
| 4 |
Lumentum
LITE
|
+$2.24M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.97M |
Top Sells
| 1 | +$30.8M | |
| 2 | +$30.5M | |
| 3 | +$22.5M | |
| 4 |
Philip Morris
PM
|
+$20.4M |
| 5 |
Chubb
CB
|
+$19.2M |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Financials | 13.48% |
| 3 | Industrials | 12.08% |
| 4 | Consumer Discretionary | 9.84% |
| 5 | Communication Services | 9.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
| $19.3M | 1.24% |
243,719
+24,676
|
|
||
27
Micron Technology
MU
$1.11T
| $18.7M | 1.2% |
55,452
+4,247
|
|
||
28
Arista Networks
ANET
$206B
| $18.6M | 1.19% |
151,650
+1,801
|
|
||
29
Eaton
ETN
$152B
| $18.5M | 1.19% |
51,862
-105
|
|
||
30
Procter & Gamble
PG
$348B
| $17.9M | 1.14% |
123,666
+1,324
|
|
||
31
McDonald's
MCD
$202B
| $17.6M | 1.13% |
56,550
-56,881
|
|
||
32
Intercontinental Exchange
ICE
$79.5B
| $16.2M | 1.04% |
103,277
+2,069
|
|
||
33
Linde
LIN
$242B
| $15.7M | 1.01% |
31,662
+46
|
|
||
34
Stryker
SYK
$120B
| $15.4M | 0.99% |
46,937
+1,232
|
|
||
35
iShares S&P 500 Value ETF
IVE
$48B
| $14.3M | 0.92% |
67,702
+2,629
|
|
||
36
IBM
IBM
$256B
| $14.1M | 0.9% |
58,114
+47,361
|
|
||
37
Boston Scientific
BSX
$69.7B
| $13.8M | 0.88% |
219,741
-2,285
|
|
||
38
iShares S&P 500 Growth ETF
IVW
$73.2B
| $13.5M | 0.86% |
119,028
+3,206
|
|
||
39
Coca-Cola
KO
$355B
| $13.1M | 0.84% |
171,373
-933
|
|
||
40
Edwards Lifesciences
EW
$49B
| $12.9M | 0.83% |
160,839
+2,019
|
|
||
41
Walt Disney
DIS
$174B
| $12.8M | 0.82% |
133,053
-137,226
|
|
||
42
Union Pacific
UNP
$162B
| $11.7M | 0.75% |
48,401
+297
|
|
||
43
Caterpillar
CAT
$419B
| $11.5M | 0.74% |
16,237
-240
|
|
||
44
Abbott
ABT
$154B
| $11.3M | 0.72% |
109,698
+211
|
|
||
45
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.78B
| $10.9M | 0.7% |
451,426
+301,620
|
|
||
46
Home Depot
HD
$327B
| $10.8M | 0.69% |
32,842
+103
|
|
||
47
TransDigm Group
TDG
$70.3B
| $10.6M | 0.68% |
9,162
+233
|
|
||
48
Aon
AON
$71.6B
| $10.1M | 0.65% |
31,236
+1,692
|
|
||
49
PepsiCo
PEP
$197B
| $9.85M | 0.63% |
63,414
-3,510
|
|
||
50
D.R. Horton
DHI
$43.7B
| $9.36M | 0.6% |
68,227
+973
|
|