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
$133M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.15M
3
+$2.89M
4
NVS icon
Novartis
NVS
+$301K
5
MDT icon
Medtronic
MDT
+$275K

Top Sells

1
+$2.9M
2
+$2.57M
3
+$2.21M
4
HHH icon
Howard Hughes
HHH
+$2.04M
5
V icon
Visa
V
+$167K

Sector Composition

1 Healthcare 20.57%
2 Technology 17.64%
3 Communication Services 12.26%
4 Financials 12.21%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 2.38%
18,720
-335
27
$3.16M 2.38%
81,900
-1,610
28
$3.15M 2.38%
12,833
+184
29
$3.15M 2.37%
+11,500
30
$2.99M 2.25%
25,330
-505
31
$2.89M 2.17%
+86,860
32
$2.85M 2.14%
11,675
-220
33
$2.82M 2.12%
2,057
-30
34
$2.74M 2.06%
14,845
-290
35
$2.61M 1.96%
63,524
-1,330
36
$2.2M 1.65%
82,140
-1,600
37
$2.17M 1.64%
29,265
-620
38
$437K 0.33%
15,076
39
$321K 0.24%
2,343
40
$276K 0.21%
14,593
41
$180K 0.14%
1,644
-100
42
$112K 0.08%
2,060
43
$101K 0.08%
2,340
44
$82K 0.06%
1,649
45
$74K 0.06%
965
46
$71K 0.05%
1,384
47
$43K 0.03%
1,054
48
$26K 0.02%
650
49
$23K 0.02%
877
50
$20K 0.02%
218
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