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
+$672K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.3M
3
+$2.26M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.22M
5
DVN icon
Devon Energy
DVN
+$2.06M

Top Sells

1
+$6.57M
2
+$2.33M
3
+$2.3M
4
QCOM icon
Qualcomm
QCOM
+$2.12M
5
CI icon
Cigna
CI
+$2.05M

Sector Composition

1 Financials 16.23%
2 Healthcare 16.05%
3 Technology 12.54%
4 Communication Services 12.23%
5 Consumer Discretionary 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 2.15%
29,205
-30
27
$2.14M 2.11%
49,695
+1,700
28
$2.13M 2.1%
35,079
+252
29
$2.1M 2.07%
8,779
+110
30
$2.06M 2.03%
+49,255
31
$2.05M 2.02%
57,005
-5,395
32
$2.03M 2%
+63,920
33
$2.02M 1.99%
42,795
+300
34
$1.98M 1.95%
19,000
35
$1.96M 1.93%
32,218
+296
36
$1.92M 1.89%
14,411
-50
37
$1.81M 1.79%
28,650
+2,140
38
$1.8M 1.77%
48,882
39
$1.79M 1.76%
35,420
+405
40
$1.71M 1.68%
1,427
-35
41
$1.62M 1.6%
27,105
+245
42
$1.48M 1.46%
+52,645
43
$1.47M 1.45%
+64,430
44
$801K 0.79%
18,080
45
$510K 0.5%
5,740
46
$366K 0.36%
19,369
-2,204
47
$365K 0.36%
9,720
48
$356K 0.35%
15,076
49
$242K 0.24%
5,700
50
$230K 0.23%
2,343
1
2
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