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
$180M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.09M
3
+$4.07M
4
EQH icon
Equitable Holdings
EQH
+$4.04M
5
GD icon
General Dynamics
GD
+$3.98M

Top Sells

1
+$4.35M
2
+$4.26M
3
+$3.96M
4
A icon
Agilent Technologies
A
+$3.73M
5
MRNA icon
Moderna
MRNA
+$3.12M

Sector Composition

1 Technology 30.7%
2 Industrials 17.81%
3 Healthcare 13.03%
4 Financials 10.64%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.82M 2.12%
9,292
+52
27
$3.8M 2.11%
94,042
+185
28
$3.8M 2.11%
+143,705
29
$3.71M 2.06%
211,645
+805
30
$3.71M 2.06%
12,390
+313
31
$3.64M 2.02%
74,107
+555
32
$3.59M 1.99%
28,076
+1,150
33
$3.59M 1.99%
131,120
+1,530
34
$3.57M 1.98%
51,670
+6,466
35
$3.52M 1.95%
+22,043
36
$3.27M 1.82%
20,789
-91
37
$3.26M 1.81%
+65,163
38
$3.23M 1.8%
27,578
-3,980
39
$3.01M 1.67%
18,049
+234
40
$2.91M 1.62%
85,839
-30
41
$2.71M 1.5%
80,413
+148
42
$1.56M 0.87%
12,000
43
$720K 0.4%
4,950
44
$249K 0.14%
1,644
45
$247K 0.14%
2,060
46
$163K 0.09%
11,782
-111
47
– –
-39,036
48
– –
-50,300
49
– –
-24,104
50
– –
-26,984
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