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
$160M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.49M
3
+$3.73M
4
F icon
Ford
F
+$3.65M
5
MU icon
Micron Technology
MU
+$3.28M

Top Sells

1
+$4.93M
2
+$4.68M
3
+$4.52M
4
ABT icon
Abbott
ABT
+$4.07M
5
AMAT icon
Applied Materials
AMAT
+$3.91M

Sector Composition

1 Technology 27.11%
2 Financials 15.39%
3 Healthcare 13.02%
4 Consumer Discretionary 11.89%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 2.15%
96,985
-3,880
27
$3.43M 2.14%
38,214
-7,219
28
$3.42M 2.13%
32,408
-16,510
29
$3.38M 2.11%
12,450
-4,259
30
$3.28M 2.04%
+59,616
31
$3.24M 2.02%
25,541
+215
32
$3.24M 2.02%
71,153
+463
33
$3.17M 1.98%
18,430
+20
34
$3.1M 1.93%
+10,611
35
$2.67M 1.66%
23,710
+160
36
$2.46M 1.53%
+160,889
37
$2.24M 1.4%
118,801
+800
38
$2.02M 1.26%
+189,115
39
$1.54M 0.96%
14,042
40
$1.27M 0.79%
12,000
-46,360
41
$856K 0.53%
+42,615
42
$557K 0.35%
4,950
43
$254K 0.16%
14,593
44
$236K 0.15%
1,644
45
$235K 0.15%
2,160
46
$141K 0.09%
660
47
$117K 0.07%
2,340
48
$107K 0.07%
1,384
49
$90K 0.06%
1,649
50
$87K 0.05%
1,240
1
2
3