BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
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
HON icon
151
Honeywell
HON
$149B
$940K 0.06%
4,820
+136
KMI icon
152
Kinder Morgan
KMI
$74.3B
$931K 0.06%
33,880
+4,961
WBD icon
153
Warner Bros
WBD
$67.3B
$922K 0.06%
64,012
+31,880
PANW icon
154
Palo Alto Networks
PANW
$136B
$917K 0.06%
4,980
+1,259
EFA icon
155
iShares MSCI EAFE ETF
EFA
$71.1B
$892K 0.06%
9,285
+265
TSLA icon
156
Tesla
TSLA
$1.47T
$883K 0.06%
1,963
-218
TFC icon
157
Truist Financial
TFC
$54.8B
$860K 0.06%
17,471
-344
VO icon
158
Vanguard Mid-Cap ETF
VO
$91.9B
$815K 0.05%
2,808
+308
GIS icon
159
General Mills
GIS
$21B
$802K 0.05%
17,248
+2,639
IWR icon
160
iShares Russell Mid-Cap ETF
IWR
$47B
$790K 0.05%
8,210
MMM icon
161
3M
MMM
$79.5B
$770K 0.05%
4,807
+521
AFL icon
162
Aflac
AFL
$56.1B
$766K 0.05%
6,942
+29
INTC icon
163
Intel
INTC
$229B
$764K 0.05%
20,707
-72
VUG icon
164
Vanguard Growth ETF
VUG
$192B
$760K 0.05%
1,558
+1
IAU icon
165
iShares Gold Trust
IAU
$80.4B
$712K 0.05%
8,772
-441
JMST icon
166
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.21B
$686K 0.04%
13,436
+1,491
ABNB icon
167
Airbnb
ABNB
$75.7B
$672K 0.04%
+4,953
NEM icon
168
Newmont
NEM
$119B
$670K 0.04%
+6,706
WMB icon
169
Williams Companies
WMB
$89.6B
$667K 0.04%
11,101
-2,275
ADSK icon
170
Autodesk
ADSK
$53B
$666K 0.04%
2,249
-124
VV icon
171
Vanguard Large-Cap ETF
VV
$45.9B
$665K 0.04%
2,113
+824
PDLB icon
172
Ponce Financial Group
PDLB
$374M
$663K 0.04%
40,535
-837
TEAM icon
173
Atlassian
TEAM
$19.8B
$661K 0.04%
+4,078
CAH icon
174
Cardinal Health
CAH
$51.1B
$660K 0.04%
3,211
-4
TIGO icon
175
Millicom
TIGO
$12.1B
$654K 0.04%
11,805
+2
5 6
7
8 9