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
$127M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.24M
3
+$3.23M
4
D icon
Dominion Energy
D
+$3.07M
5
MCD icon
McDonald's
MCD
+$2.8M

Top Sells

1
+$2.75M
2
+$2.72M
3
+$2.63M
4
X
US Steel
X
+$2.51M
5
CB icon
Chubb
CB
+$2.31M

Sector Composition

1 Technology 20.41%
2 Communication Services 13.42%
3 Consumer Discretionary 13.2%
4 Healthcare 13.05%
5 Financials 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 2.12%
+24,715
27
$2.63M 2.07%
43,805
+345
28
$2.56M 2.02%
51,570
-18,395
29
$2.47M 1.94%
18,590
+247
30
$2.46M 1.93%
59,890
+1,025
31
$2.42M 1.9%
19,160
32
$2.41M 1.89%
22,980
+363
33
$2.4M 1.89%
37,280
+395
34
$2.35M 1.84%
41,145
35
$2.34M 1.84%
12,610
-10
36
$2.33M 1.83%
42,020
37
$2.33M 1.83%
134,500
38
$2.26M 1.78%
25,115
-15
39
$2.2M 1.73%
33,800
40
$2.19M 1.72%
59,240
+1,305
41
$2.11M 1.66%
1,690
-5
42
$1.95M 1.53%
+72,789
43
$425K 0.33%
15,076
44
$347K 0.27%
16,749
-2,620
45
$271K 0.21%
2,343
46
$136K 0.11%
1,744
47
$116K 0.09%
2,060
48
$115K 0.09%
1,042
49
$98K 0.08%
700
50
$96K 0.08%
1,165
1
2
3 4