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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.46M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.81M
5
MSFT icon
Microsoft
MSFT
+$2.67M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.39%
2 Technology 13.96%
3 Financials 13.48%
4 Consumer Discretionary 12.96%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 2%
+42,495
27
$2.01M 2%
+8,080
28
$2M 1.98%
+14,775
29
$1.99M 1.98%
+26,575
30
$1.97M 1.95%
+27,605
31
$1.96M 1.94%
+34,827
32
$1.95M 1.94%
+36,128
33
$1.93M 1.91%
+62,400
34
$1.9M 1.88%
+87,970
35
$1.89M 1.87%
+26,510
36
$1.86M 1.85%
+19,000
37
$1.85M 1.83%
+31,922
38
$1.82M 1.81%
+8,669
39
$1.75M 1.73%
+26,860
40
$1.74M 1.73%
+35,015
41
$1.71M 1.69%
+1,462
42
$1.7M 1.68%
+48,882
43
$1.66M 1.65%
+14,461
44
$1.39M 1.38%
+43,675
45
$678K 0.67%
+18,080
46
$460K 0.46%
+5,326
47
$448K 0.44%
+5,740
48
$410K 0.41%
+21,573
49
$336K 0.33%
+9,720
50
$333K 0.33%
+15,076
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