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
$145M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.71M
3
+$3.22M
4
NOC icon
Northrop Grumman
NOC
+$3.2M
5
BKH icon
Black Hills Corp
BKH
+$3.11M

Top Sells

1
+$4.03M
2
+$3.57M
3
+$3.19M
4
UPS icon
United Parcel Service
UPS
+$2.97M
5
T icon
AT&T
T
+$2.83M

Sector Composition

1 Technology 25.9%
2 Healthcare 24.52%
3 Consumer Discretionary 12.5%
4 Financials 10.63%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 2.21%
13,750
-1,748
27
$3.2M 2.21%
+10,420
28
$3.19M 2.2%
24,125
+160
29
$3.17M 2.19%
17,195
+105
30
$3.11M 2.14%
+54,880
31
$3.09M 2.13%
17,316
-2,770
32
$3.04M 2.1%
41,330
+245
33
$2.98M 2.06%
58,985
+385
34
$2.96M 2.04%
+69,750
35
$2.73M 1.88%
15,160
+100
36
$2.68M 1.85%
28,640
+255
37
$1.44M 0.99%
+32,288
38
$358K 0.25%
15,076
39
$328K 0.23%
2,343
40
$245K 0.17%
14,593
41
$197K 0.14%
1,644
42
$146K 0.1%
2,060
43
$119K 0.08%
2,340
44
$112K 0.08%
660
45
$84K 0.06%
1,649
46
$83K 0.06%
1,384
47
$33K 0.02%
1,054
48
$21K 0.01%
218
49
$20K 0.01%
877
50
$14K 0.01%
353
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