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
$129M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.49M
3
+$3.35M
4
NVS icon
Novartis
NVS
+$3.26M
5
KLAC icon
KLA
KLAC
+$3.08M

Top Sells

1
+$3.28M
2
+$3.1M
3
+$2.97M
4
WBA
Walgreens Boots Alliance
WBA
+$2.83M
5
GG
Goldcorp Inc
GG
+$2.8M

Sector Composition

1 Healthcare 20.41%
2 Financials 13.94%
3 Technology 13.09%
4 Communication Services 11.83%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.08M 2.38%
+12,649
27
$3.04M 2.35%
15,940
+215
28
$3.04M 2.35%
24,790
+215
29
$2.94M 2.27%
11,895
+110
30
$2.9M 2.24%
34,150
+290
31
$2.88M 2.22%
15,135
+360
32
$2.84M 2.2%
+64,854
33
$2.75M 2.13%
44,283
+1,010
34
$2.72M 2.1%
2,087
+16
35
$2.57M 1.99%
14,120
+95
36
$2.47M 1.91%
+29,885
37
$2.38M 1.84%
+83,740
38
$2.04M 1.58%
19,448
+178
39
$416K 0.32%
15,076
40
$271K 0.21%
2,343
41
$266K 0.21%
14,593
42
$181K 0.14%
1,744
43
$121K 0.09%
2,060
44
$112K 0.09%
1,042
45
$104K 0.08%
2,340
46
$86K 0.07%
1,649
47
$78K 0.06%
965
48
$67K 0.05%
1,384
49
$57K 0.04%
526
-21,599
50
$42K 0.03%
1,054
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