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
$156M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4M
3
+$3.5M
4
AEPPZ
American Electric Power Company, Inc. Corporate Units
AEPPZ
+$3.3M
5
INTC icon
Intel
INTC
+$3.16M

Top Sells

1
+$3.22M
2
+$3.21M
3
+$3.04M
4
TJX icon
TJX Companies
TJX
+$2.98M
5
SYK icon
Stryker
SYK
+$2.73M

Sector Composition

1 Technology 24.38%
2 Healthcare 23.06%
3 Financials 10.49%
4 Consumer Discretionary 8.15%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 2.36%
18,955
+40
27
$3.63M 2.33%
11,500
+1,080
28
$3.6M 2.31%
60,475
+2,370
29
$3.54M 2.27%
40,725
+105
30
$3.5M 2.24%
+44,320
31
$3.35M 2.15%
24,150
+25
32
$3.3M 2.12%
+67,355
33
$3.28M 2.1%
70,205
+455
34
$3.16M 2.03%
+61,105
35
$2.95M 1.89%
55,150
+270
36
$1.17M 0.75%
+870
37
$991K 0.64%
+50,720
38
$365K 0.23%
2,343
39
$363K 0.23%
15,076
40
$234K 0.15%
14,593
41
$228K 0.15%
1,644
42
$151K 0.1%
2,060
43
$130K 0.08%
660
44
$117K 0.08%
2,340
45
$96K 0.06%
1,384
46
$78K 0.05%
1,649
47
$25K 0.02%
877
48
$17K 0.01%
353
49
$6K ﹤0.01%
56
50
$3K ﹤0.01%
100
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2
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