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
$155M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.83M
3
+$3.79M
4
QCOM icon
Qualcomm
QCOM
+$3.75M
5
TJX icon
TJX Companies
TJX
+$3.55M

Top Sells

1
+$3.89M
2
+$3.28M
3
+$3.13M
4
D icon
Dominion Energy
D
+$3.08M
5
GM icon
General Motors
GM
+$2.97M

Sector Composition

1 Healthcare 26.88%
2 Technology 21.57%
3 Financials 13.95%
4 Industrials 10.7%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55M 2.29%
+58,090
27
$3.5M 2.26%
6,970
+90
28
$3.45M 2.22%
12,992
+482
29
$3.42M 2.2%
39,350
+645
30
$3.41M 2.2%
19,270
+310
31
$3.37M 2.17%
18,640
+395
32
$3.37M 2.17%
17,050
+250
33
$3.37M 2.17%
+40,545
34
$3.31M 2.14%
+39,615
35
$3.25M 2.09%
23,745
+180
36
$3.16M 2.04%
+54,060
37
$3M 1.93%
+17,985
38
$2.87M 1.85%
+48,610
39
$531K 0.34%
15,076
40
$314K 0.2%
2,343
41
$274K 0.18%
14,593
42
$205K 0.13%
1,644
43
$138K 0.09%
2,060
44
$117K 0.08%
2,340
45
$97K 0.06%
1,649
46
$84K 0.05%
1,384
47
$67K 0.04%
965
48
$39K 0.03%
1,054
49
$26K 0.02%
650
50
$26K 0.02%
877
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