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
$196M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.66M
3
+$4.1M
4
VLO icon
Valero Energy
VLO
+$3.98M
5
CMI icon
Cummins
CMI
+$3.71M

Top Sells

1
+$4.77M
2
+$3.87M
3
+$3.77M
4
T icon
AT&T
T
+$3.64M
5
MRK icon
Merck
MRK
+$3.43M

Sector Composition

1 Technology 26.31%
2 Industrials 15.15%
3 Consumer Discretionary 14.77%
4 Healthcare 13.73%
5 Financials 13.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.89M 1.98%
25,165
+385
27
$3.82M 1.95%
80,100
-12,950
28
$3.77M 1.92%
69,043
-9,990
29
$3.76M 1.91%
25,370
+485
30
$3.71M 1.89%
+15,238
31
$3.68M 1.87%
21,384
+400
32
$3.61M 1.84%
+48,160
33
$3.52M 1.79%
59,019
+1,419
34
$3.5M 1.78%
18,671
+255
35
$3.47M 1.77%
62,590
+1,420
36
$3.29M 1.68%
+15,092
37
$3.18M 1.62%
+60,750
38
$3.12M 1.59%
+33,647
39
$2.87M 1.46%
12,843
+185
40
$2.84M 1.45%
14,840
+170
41
$1.97M 1%
+13,867
42
$1.4M 0.71%
+101,320
43
$1.14M 0.58%
4,880
44
$803K 0.41%
24,515
+395
45
$770K 0.39%
4,950
46
$622K 0.32%
15,076
47
$431K 0.22%
39,798
+570
48
$299K 0.15%
14,593
49
$252K 0.13%
2,060
50
$222K 0.11%
1,644
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