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
$175M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.41M
3
+$4.35M
4
TDY icon
Teledyne Technologies
TDY
+$4.13M
5
STLA icon
Stellantis
STLA
+$3.84M

Top Sells

1
+$4.55M
2
+$4.31M
3
+$4.3M
4
AVGO icon
Broadcom
AVGO
+$4.2M
5
BK icon
Bank of New York Mellon
BK
+$3.85M

Sector Composition

1 Technology 27.44%
2 Healthcare 19.16%
3 Industrials 13.01%
4 Financials 9.73%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.6M 2.06%
18,859
27
$3.54M 2.03%
+17,812
28
$3.53M 2.02%
21,430
29
$3.51M 2.01%
13,736
-65
30
$3.47M 1.98%
12,077
-5
31
$3.36M 1.92%
45,204
+3,856
32
$3.18M 1.82%
22,565
-5,045
33
$3.12M 1.78%
+20,299
34
$3.08M 1.76%
85,869
-475
35
$3.08M 1.76%
17,815
36
$3.01M 1.72%
80,265
-240
37
$2.95M 1.69%
50,912
38
$2.94M 1.68%
+35,031
39
$2.79M 1.6%
20,880
-3,990
40
$2.69M 1.54%
26,926
41
$2.5M 1.43%
+24,107
42
$2.49M 1.42%
50,300
43
$2.17M 1.24%
39,036
-4,330
44
$1.24M 0.71%
12,000
45
$890K 0.51%
+24,104
46
$645K 0.37%
4,950
47
$244K 0.14%
1,644
48
$214K 0.12%
+2,060
49
$188K 0.11%
11,893
-2,200
50
– –
-84,025
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