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
$142M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.45M
3
+$3.43M
4
WELL icon
Welltower
WELL
+$2.81M
5
GRMN icon
Garmin
GRMN
+$2.09M

Top Sells

1
+$4.29M
2
+$4.21M
3
+$3.92M
4
MDT icon
Medtronic
MDT
+$3.43M
5
MU icon
Micron Technology
MU
+$3.28M

Sector Composition

1 Technology 25.48%
2 Financials 17.32%
3 Healthcare 11.43%
4 Communication Services 10.83%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.34M 2.35%
115,102
-325
27
$3.16M 2.22%
281,988
-47,847
28
$3.06M 2.16%
62,370
-6,690
29
$2.99M 2.1%
17,900
-6,755
30
$2.87M 2.02%
25,371
-170
31
$2.81M 1.98%
+43,668
32
$2.61M 1.84%
23,655
-55
33
$2.09M 1.47%
+26,055
34
$1.91M 1.34%
+25,367
35
$1.9M 1.34%
188,575
-540
36
$1.83M 1.29%
118,401
-400
37
$1.51M 1.06%
14,097
+55
38
$1.36M 0.96%
12,000
39
$896K 0.63%
42,375
-240
40
$517K 0.36%
4,950
41
$239K 0.17%
14,593
42
$208K 0.15%
1,644
43
$197K 0.14%
2,060
-100
44
$129K 0.09%
660
45
$109K 0.08%
1,384
46
$89K 0.06%
249
-170
47
$76K 0.05%
1,240
48
$39K 0.03%
226
-230
49
$25K 0.02%
877
50
$18K 0.01%
844
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2
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