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
$125M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.99M
3
+$2.83M
4
LDOS icon
Leidos
LDOS
+$2.6M
5
SYK icon
Stryker
SYK
+$2.51M

Top Sells

1
+$3.93M
2
+$3.85M
3
+$3.62M
4
HON icon
Honeywell
HON
+$3.41M
5
DAL icon
Delta Air Lines
DAL
+$3.16M

Sector Composition

1 Healthcare 28.55%
2 Technology 21.63%
3 Consumer Discretionary 11.75%
4 Communication Services 10.93%
5 Financials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.9M 2.33%
42,905
+420
27
$2.88M 2.31%
23,965
+220
28
$2.83M 2.27%
+128,461
29
$2.83M 2.27%
17,090
+40
30
$2.8M 2.25%
58,600
+510
31
$2.79M 2.23%
30,935
+340
32
$2.7M 2.17%
41,085
+540
33
$2.64M 2.12%
57,625
-5,205
34
$2.6M 2.09%
+28,385
35
$2.51M 2.01%
+15,060
36
$2.48M 1.99%
54,310
+5,700
37
$320K 0.26%
15,076
38
$259K 0.21%
2,343
39
$219K 0.18%
14,593
40
$181K 0.15%
1,644
41
$120K 0.1%
2,060
42
$102K 0.08%
2,340
43
$93K 0.07%
660
-17,980
44
$83K 0.07%
1,384
45
$78K 0.06%
1,649
46
$33K 0.03%
1,054
47
$19K 0.02%
218
48
$15K 0.01%
877
49
$10K 0.01%
353
50
$8K 0.01%
353
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