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
$194M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.41M
3
+$4.34M
4
SLB icon
SLB Limited
SLB
+$4.33M
5
AQN icon
Algonquin Power & Utilities
AQN
+$4.04M

Top Sells

1
+$4.54M
2
+$4.33M
3
+$4.11M
4
MMM icon
3M
MMM
+$4M
5
RVTY icon
Revvity
RVTY
+$3.89M

Sector Composition

1 Technology 28.15%
2 Financials 14.79%
3 Consumer Discretionary 14.25%
4 Healthcare 12.02%
5 Industrials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 1.97%
25,430
+60
27
$3.71M 1.91%
+22,163
28
$3.68M 1.9%
62,765
+175
29
$3.65M 1.88%
10,578
+35
30
$3.6M 1.86%
51,083
+160
31
$3.59M 1.85%
21,444
+60
32
$3.44M 1.77%
15,298
+60
33
$3.36M 1.73%
+15,315
34
$3.18M 1.64%
69,233
+190
35
$3.17M 1.63%
60,895
+145
36
$3.08M 1.59%
15,132
+40
37
$3.07M 1.58%
+4,917
38
$2.83M 1.46%
+84,165
39
$2.66M 1.37%
12,879
+36
40
$2.54M 1.31%
33,747
+100
41
$1.82M 0.94%
13,902
+35
42
$1.24M 0.64%
101,370
+50
43
$1.09M 0.56%
4,880
44
$1.05M 0.54%
+42,518
45
$857K 0.44%
24,580
+65
46
$810K 0.42%
4,950
47
$640K 0.33%
15,076
48
$293K 0.15%
14,593
49
$289K 0.15%
2,160
+100
50
$230K 0.12%
1,644
1
2
3