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
$169M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.55M
3
+$3.89M
4
MRVL icon
Marvell Technology
MRVL
+$3.85M
5
BK icon
Bank of New York Mellon
BK
+$3.85M

Top Sells

1
+$3.97M
2
+$3.89M
3
+$3.74M
4
BLK icon
Blackrock
BLK
+$3.54M
5
VOD icon
Vodafone
VOD
+$3.43M

Sector Composition

1 Technology 26.68%
2 Financials 15.72%
3 Healthcare 14.62%
4 Industrials 11.33%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 2.18%
+22,345
27
$3.68M 2.18%
50,912
-14,943
28
$3.48M 2.05%
+114,435
29
$3.45M 2.04%
+590,580
30
$3.45M 2.04%
38,870
-11,910
31
$3.31M 1.96%
+27,610
32
$3.17M 1.87%
+21,430
33
$3.16M 1.86%
+24,870
34
$3.12M 1.84%
17,815
-85
35
$3.12M 1.84%
+80,505
36
$2.94M 1.74%
+86,344
37
$2.64M 1.56%
+94,350
38
$2.4M 1.42%
26,010
-45
39
$2.38M 1.41%
+54,360
40
$2.3M 1.36%
+43,366
41
$2.21M 1.31%
+50,300
42
$1.88M 1.11%
+26,926
43
$1.86M 1.1%
118,121
-280
44
$1.01M 0.6%
12,000
45
$664K 0.39%
4,950
46
$249K 0.15%
1,644
47
$231K 0.14%
14,093
-500
48
– –
-877
49
– –
-43,668
50
– –
-226
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