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
$200M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$5.02M
3
+$4.49M
4
PFE icon
Pfizer
PFE
+$4.32M
5
AXS icon
AXIS Capital
AXS
+$4.17M

Top Sells

1
+$5.48M
2
+$4.74M
3
+$4.59M
4
Y
Alleghany Corp
Y
+$4.37M
5
VOD icon
Vodafone
VOD
+$4.21M

Sector Composition

1 Technology 29.32%
2 Healthcare 14.08%
3 Financials 12.54%
4 Consumer Discretionary 10.43%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.07M 2.04%
34,355
+85
27
$3.98M 2%
45,561
+120
28
$3.95M 1.98%
106,990
-7,690
29
$3.91M 1.96%
29,693
-3,690
30
$3.87M 1.94%
25,326
+50
31
$3.87M 1.94%
15,475
+50
32
$3.81M 1.91%
+18,410
33
$3.66M 1.83%
22,144
+565
34
$3.59M 1.8%
15,525
+50
35
$3.51M 1.76%
49,965
-11,220
36
$3.42M 1.71%
+46,355
37
$3.08M 1.55%
+23,550
38
$2.95M 1.48%
70,303
+250
39
$2.88M 1.44%
+118,001
40
$1.8M 0.9%
14,042
+30
41
$675K 0.34%
4,950
42
$621K 0.31%
15,076
43
$300K 0.15%
2,160
44
$272K 0.14%
14,593
45
$251K 0.13%
1,644
46
$180K 0.09%
660
47
$120K 0.06%
2,340
48
$117K 0.06%
1,384
49
$103K 0.05%
1,240
50
$90K 0.05%
1,649
1
2
3