BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.9M
3
+$1.23M
4
EW icon
Edwards Lifesciences
EW
+$939K
5
HBAN icon
Huntington Bancshares
HBAN
+$783K

Top Sells

1
+$1.51M
2
+$1.03M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$504K
5
AAPL icon
Apple
AAPL
+$475K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
51
Caterpillar
CAT
$282B
$7.96M 0.55%
16,680
-374
CW icon
52
Curtiss-Wright
CW
$20.3B
$7.41M 0.51%
13,649
-270
TMUS icon
53
T-Mobile US
TMUS
$221B
$7.33M 0.51%
30,631
+2,723
HSY icon
54
Hershey
HSY
$36.4B
$7.3M 0.5%
39,052
-537
IR icon
55
Ingersoll Rand
IR
$31.2B
$6.97M 0.48%
84,361
-12,283
IJR icon
56
iShares Core S&P Small-Cap ETF
IJR
$89.4B
$6.72M 0.46%
56,590
+620
NOC icon
57
Northrop Grumman
NOC
$79B
$6.69M 0.46%
10,984
-35
EOG icon
58
EOG Resources
EOG
$59.6B
$6.4M 0.44%
57,085
+1,780
BRK.A icon
59
Berkshire Hathaway Class A
BRK.A
$1.06T
$6.03M 0.42%
8
IJH icon
60
iShares Core S&P Mid-Cap ETF
IJH
$102B
$5.64M 0.39%
86,413
+903
SPY icon
61
SPDR S&P 500 ETF Trust
SPY
$703B
$5.48M 0.38%
8,223
-30
NVDA icon
62
NVIDIA
NVDA
$4.44T
$5.39M 0.37%
28,909
-2,702
AXP icon
63
American Express
AXP
$257B
$4.92M 0.34%
14,800
-402
FMNB icon
64
Farmers National Banc Corp
FMNB
$533M
$4.82M 0.33%
334,551
-3,590
HBAN icon
65
Huntington Bancshares
HBAN
$27.1B
$4.77M 0.33%
276,427
+45,343
GE icon
66
GE Aerospace
GE
$298B
$4.76M 0.33%
15,823
-322
DE icon
67
Deere & Co
DE
$125B
$4.59M 0.32%
10,039
ROK icon
68
Rockwell Automation
ROK
$45.3B
$4.59M 0.32%
13,127
-46
ADP icon
69
Automatic Data Processing
ADP
$104B
$4.49M 0.31%
15,305
-188
RSP icon
70
Invesco S&P 500 Equal Weight ETF
RSP
$74.9B
$4.37M 0.3%
23,059
+440
TT icon
71
Trane Technologies
TT
$87.5B
$4.23M 0.29%
10,026
+11
SHW icon
72
Sherwin-Williams
SHW
$79.7B
$4.17M 0.29%
12,040
-435
MCK icon
73
McKesson
MCK
$98.6B
$4.08M 0.28%
5,284
-5
LLY icon
74
Eli Lilly
LLY
$889B
$3.71M 0.26%
4,864
+1,616
CMCSA icon
75
Comcast
CMCSA
$98.9B
$3.68M 0.25%
117,238
-1,729
1 2
3
4 5