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
$118M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.82M
3
+$2.8M
4
CMCSA icon
Comcast
CMCSA
+$2.66M
5
VLO icon
Valero Energy
VLO
+$2.54M

Top Sells

1
+$3.22M
2
+$2.67M
3
+$2.6M
4
DHI icon
D.R. Horton
DHI
+$2.52M
5
TOL icon
Toll Brothers
TOL
+$2.51M

Sector Composition

1 Financials 18.36%
2 Technology 14.05%
3 Industrials 13.86%
4 Healthcare 12.91%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 2.21%
18,870
-240
27
$2.61M 2.21%
19,725
-1,100
28
$2.59M 2.2%
2,071
+281
29
$2.58M 2.19%
19,310
-235
30
$2.54M 2.15%
+33,860
31
$2.53M 2.15%
+75,670
32
$2.52M 2.14%
+15,725
33
$2.48M 2.1%
56,660
-720
34
$2.39M 2.03%
22,125
+3,592
35
$2.29M 1.94%
24,175
-260
36
$2.27M 1.92%
52,310
-495
37
$2.25M 1.91%
43,273
-510
38
$2.15M 1.83%
14,025
-1,095
39
$2.01M 1.71%
+65,769
40
$1.79M 1.52%
19,270
-241
41
$371K 0.32%
15,076
42
$266K 0.23%
14,593
-500
43
$233K 0.2%
2,343
44
$160K 0.14%
1,744
45
$108K 0.09%
2,060
46
$102K 0.09%
2,340
47
$99K 0.08%
1,042
48
$79K 0.07%
1,649
49
$66K 0.06%
965
-200
50
$60K 0.05%
1,384
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