BIMC

Benson Investment Management Company Portfolio holdings

AUM $293M
1-Year Est. Return 21.24%
This Quarter Est. Return
1 Year Est. Return
+21.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$5.46M
3
+$5.39M
4
AMRZ
Amrize Ltd
AMRZ
+$5.19M
5
ZBH icon
Zimmer Biomet
ZBH
+$4.97M

Top Sells

1
+$5.59M
2
+$4.95M
3
+$4.68M
4
PRIM icon
Primoris Services
PRIM
+$4.08M
5
TKR icon
Timken Company
TKR
+$3.96M

Sector Composition

1 Technology 36.84%
2 Financials 22.9%
3 Industrials 8.88%
4 Communication Services 8.03%
5 Healthcare 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
1
SPDR Gold Trust
GLD
$135B
$14.7M 5.02%
41,302
+240
GOOG icon
2
Alphabet (Google) Class C
GOOG
$3.07T
$14.1M 4.81%
57,806
-73
MSFT icon
3
Microsoft
MSFT
$3.82T
$12.8M 4.38%
24,733
-10
NVDA icon
4
NVIDIA
NVDA
$4.46T
$11.4M 3.89%
61,025
+85
AMZN icon
5
Amazon
AMZN
$2.27T
$9.39M 3.21%
42,782
+218
META icon
6
Meta Platforms (Facebook)
META
$1.8T
$8.94M 3.05%
12,168
+2
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.06T
$8.54M 2.92%
16,994
+92
GLW icon
8
Corning
GLW
$72.4B
$7.44M 2.54%
90,676
-11,555
TSM icon
9
TSMC
TSM
$1.53T
$7.33M 2.5%
26,233
-6,178
BK icon
10
Bank of New York Mellon
BK
$74.7B
$6.8M 2.32%
62,444
-39
LHX icon
11
L3Harris
LHX
$53.1B
$6.54M 2.24%
21,427
+32
XYL icon
12
Xylem
XYL
$35.5B
$6.46M 2.21%
43,816
+67
TDY icon
13
Teledyne Technologies
TDY
$26.4B
$6.42M 2.19%
10,953
+15
IBM icon
14
IBM
IBM
$262B
$6.38M 2.18%
+22,622
AAPL icon
15
Apple
AAPL
$3.74T
$6.29M 2.15%
24,714
+115
DELL icon
16
Dell
DELL
$100B
$6.27M 2.14%
44,246
-175
CSCO icon
17
Cisco
CSCO
$277B
$6.24M 2.13%
91,220
+310
L icon
18
Loews
L
$20.5B
$6.1M 2.08%
60,735
+170
GS icon
19
Goldman Sachs
GS
$232B
$6.06M 2.07%
7,612
-2,233
NEE icon
20
NextEra Energy
NEE
$174B
$5.98M 2.04%
79,270
+8,965
ASML icon
21
ASML
ASML
$400B
$5.95M 2.03%
6,147
-856
AZN icon
22
AstraZeneca
AZN
$263B
$5.78M 1.97%
75,297
+11,815
HIG icon
23
Hartford Financial Services
HIG
$35B
$5.77M 1.97%
43,246
+145
MSI icon
24
Motorola Solutions
MSI
$74.1B
$5.69M 1.94%
12,437
+69
COF icon
25
Capital One
COF
$135B
$5.68M 1.94%
26,735
+95
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