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
$206M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.94M
3
+$4.69M
4
SBUX icon
Starbucks
SBUX
+$4.59M
5
T icon
AT&T
T
+$4.57M

Top Sells

1
+$5.03M
2
+$4.63M
3
+$4.3M
4
AQN icon
Algonquin Power & Utilities
AQN
+$4.04M
5
DE icon
Deere & Co
DE
+$3.9M

Sector Composition

1 Technology 33.99%
2 Consumer Discretionary 13.84%
3 Healthcare 12.35%
4 Communication Services 11.08%
5 Financials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.41M 2.14%
+29,215
27
$4.39M 2.13%
146,465
+460
28
$4.37M 2.12%
6,552
+1,635
29
$4.27M 2.07%
+114,680
30
$4.21M 2.04%
+282,350
31
$4M 1.94%
70,053
+820
32
$4M 1.94%
15,475
+160
33
$3.94M 1.91%
88,742
+325
34
$3.86M 1.87%
51,433
+350
35
$3.79M 1.84%
21,579
+135
36
$3.69M 1.79%
61,185
+290
37
$2.6M 1.26%
84,490
+325
38
$2.33M 1.13%
14,012
+110
39
$784K 0.38%
4,950
40
$671K 0.33%
15,076
41
$313K 0.15%
2,160
42
$294K 0.14%
14,593
43
$269K 0.13%
1,644
44
$166K 0.08%
660
45
$129K 0.06%
1,384
46
$117K 0.06%
2,340
47
$108K 0.05%
1,240
48
$91K 0.04%
1,649
49
$59K 0.03%
1,000
50
$51K 0.02%
+107
1
2
3