BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.34B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.19M
2
+$6.31M
3
+$1.28M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.01M
5
ETN icon
Eaton
ETN
+$895K

Top Sells

1
+$8.98M
2
+$6.1M
3
+$631K
4
ORLY icon
O'Reilly Automotive
ORLY
+$527K
5
AVGO icon
Broadcom
AVGO
+$522K

Sector Composition

1 Technology 20.62%
2 Financials 16.81%
3 Consumer Discretionary 11.24%
4 Industrials 10.47%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
76
Emerson Electric
EMR
$74.7B
$2.63M 0.23%
24,022
-643
FCX icon
77
Freeport-McMoran
FCX
$59.4B
$2.57M 0.22%
67,866
+2,055
IBM icon
78
IBM
IBM
$286B
$2.55M 0.22%
10,265
-125
NSC icon
79
Norfolk Southern
NSC
$62.9B
$2.5M 0.21%
10,539
+2,400
KMPR icon
80
Kemper
KMPR
$3B
$2.48M 0.21%
37,152
-1,590
VIG icon
81
Vanguard Dividend Appreciation ETF
VIG
$99.1B
$2.45M 0.21%
12,614
+300
QCOM icon
82
Qualcomm
QCOM
$182B
$2.44M 0.21%
15,893
+20
LAMR icon
83
Lamar Advertising Co
LAMR
$12.2B
$2.28M 0.2%
20,042
-532
AXON icon
84
Axon Enterprise
AXON
$57.8B
$2.19M 0.19%
4,164
+96
T icon
85
AT&T
T
$180B
$2.17M 0.19%
76,610
+4,030
WMT icon
86
Walmart
WMT
$846B
$2.03M 0.17%
23,101
+2,031
SLB icon
87
SLB Limited
SLB
$53.5B
$2.02M 0.17%
48,307
-452
D icon
88
Dominion Energy
D
$52.1B
$1.9M 0.16%
33,861
+249
FDX icon
89
FedEx
FDX
$56.9B
$1.89M 0.16%
7,763
-81
VZ icon
90
Verizon
VZ
$164B
$1.79M 0.15%
39,462
+330
L icon
91
Loews
L
$20.8B
$1.78M 0.15%
19,395
LLY icon
92
Eli Lilly
LLY
$740B
$1.77M 0.15%
2,149
+1,544
GLD icon
93
SPDR Gold Trust
GLD
$131B
$1.75M 0.15%
6,063
+1,837
BDX icon
94
Becton Dickinson
BDX
$53.3B
$1.75M 0.15%
7,620
CSX icon
95
CSX Corp
CSX
$67.3B
$1.73M 0.15%
58,850
VTI icon
96
Vanguard Total Stock Market ETF
VTI
$553B
$1.73M 0.15%
6,295
-115
AEP icon
97
American Electric Power
AEP
$62B
$1.72M 0.15%
15,784
-132
CRWD icon
98
CrowdStrike
CRWD
$132B
$1.71M 0.15%
4,844
+94
WFC icon
99
Wells Fargo
WFC
$272B
$1.65M 0.14%
22,931
-300
V icon
100
Visa
V
$674B
$1.61M 0.14%
4,586
+96
2 3
4
5 6