BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.45B
1-Year Est. Return
23.01%
1 Year Est. Return
+23.01%
AUM
$1.45B
AUM Growth
+$105M
(+7.8%)
Holding
297
Top Buys
| 1 | +$2.42M | |
| 2 | +$1.9M | |
| 3 | +$1.23M | |
| 4 |
Edwards Lifesciences
EW
|
+$939K |
| 5 |
Huntington Bancshares
HBAN
|
+$783K |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.03M | |
| 3 | +$1.01M | |
| 4 |
NVIDIA
NVDA
|
+$504K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Pfizer
PFE
$145B
| $2.17M | 0.15% |
84,993
-15,411
|
|
||
102
SPDR Gold Trust
GLD
$142B
| $2.16M | 0.15% |
6,075
-4
|
|
||
103
Vanguard Total Stock Market ETF
VTI
$568B
| $2.11M | 0.15% |
6,442
-21
|
|
||
104
CSX Corp
CSX
$68.1B
| $2.07M | 0.14% |
58,265
-3,372
|
|
||
105
Wells Fargo
WFC
$283B
| $2.04M | 0.14% |
24,365
-1,702
|
|
||
106
Dominion Energy
D
$49.3B
| $2.03M | 0.14% |
33,205
-1,153
|
|
||
107
Oracle
ORCL
$627B
| $2.01M | 0.14% |
7,156
-296
|
|
||
108
Boeing
BA
$151B
| $2M | 0.14% |
9,249
+77
|
|
||
109
Loews
L
$21.2B
| $1.95M | 0.13% |
19,395
|
|
||
110
FedEx
FDX
$65.9B
| $1.89M | 0.13% |
8,025
-23
|
|
||
111
American Electric Power
AEP
$61.3B
| $1.81M | 0.13% |
16,121
-535
|
|
||
112
iShares Core S&P 500 ETF
IVV
$734B
| $1.78M | 0.12% |
2,654
-3
|
|
||
113
Kemper
KMPR
$2.35B
| $1.77M | 0.12% |
34,405
-400
|
|
||
114
General Dynamics
GD
$92B
| $1.77M | 0.12% |
5,177
|
|
||
115
Visa
V
$631B
| $1.75M | 0.12% |
5,137
|
|
||
116
Verizon
VZ
$168B
| $1.69M | 0.12% |
38,355
-3,244
|
|
||
117
SLB Ltd
SLB
$58.5B
| $1.63M | 0.11% |
47,302
-264
|
|
||
118
Fifth Third Bancorp
FITB
$30.6B
| $1.6M | 0.11% |
36,000
-500
|
|
||
119
J.M. Smucker
SJM
$10.6B
| $1.51M | 0.1% |
13,894
+4
|
|
||
120
Shell
SHEL
$207B
| $1.42M | 0.1% |
19,903
|
|
||
121
Applovin
APP
$238B
| $1.41M | 0.1% |
1,957
+630
|
|
||
122
Cisco
CSCO
$316B
| $1.4M | 0.1% |
20,509
+37
|
|
||
123
Morgan Stanley
MS
$285B
| $1.39M | 0.1% |
8,753
+10
|
|
||
124
Mondelez International
MDLZ
$69.1B
| $1.39M | 0.1% |
22,258
-124
|
|
||
125
Becton Dickinson
BDX
$56.1B
| $1.35M | 0.09% |
7,222
-340
|
|