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
$164M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.9M
3
+$3.77M
4
GIS icon
General Mills
GIS
+$3.61M
5
T icon
AT&T
T
+$3.47M

Top Sells

1
+$4.49M
2
+$4.41M
3
+$4M
4
APD icon
Air Products & Chemicals
APD
+$3.81M
5
BAX icon
Baxter International
BAX
+$3.73M

Sector Composition

1 Technology 29.84%
2 Healthcare 16.45%
3 Financials 11.47%
4 Consumer Discretionary 10.06%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 2.26%
72,736
+2,531
27
$3.63M 2.22%
24,510
+360
28
$3.61M 2.2%
+61,348
29
$3.48M 2.13%
68,715
+1,360
30
$3.47M 2.12%
+159,802
31
$3.43M 2.1%
+56,931
32
$3.43M 2.09%
+79,443
33
$3.01M 1.84%
+165,775
34
$2.3M 1.41%
+14,745
35
$857K 0.52%
42,045
-8,675
36
$629K 0.38%
4,950
-35,365
37
$457K 0.28%
15,076
38
$234K 0.14%
14,593
39
$229K 0.14%
1,644
40
$181K 0.11%
2,060
41
$137K 0.08%
660
42
$114K 0.07%
2,340
43
$107K 0.07%
1,384
44
$76K 0.05%
1,649
45
$37K 0.02%
1,000
-119,124
46
$37K 0.02%
+3,700
47
$29K 0.02%
877
48
$20K 0.01%
353
49
$8K ﹤0.01%
56
50
$5K ﹤0.01%
100
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