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
$178M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.88M
3
+$3.85M
4
CRM icon
Salesforce
CRM
+$3.76M
5
ENB icon
Enbridge
ENB
+$3.72M

Top Sells

1
+$4.53M
2
+$4.06M
3
+$3.8M
4
STLA icon
Stellantis
STLA
+$3.71M
5
APD icon
Air Products & Chemicals
APD
+$3.71M

Sector Composition

1 Technology 31.3%
2 Industrials 17.07%
3 Financials 14.91%
4 Healthcare 12.98%
5 Energy 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.8M 2.13%
9,301
+9
27
$3.76M 2.11%
+18,526
28
$3.73M 2.09%
82,052
+16,889
29
$3.72M 2.09%
+100,850
30
$3.72M 2.09%
+13,651
31
$3.68M 2.07%
183,481
+39,776
32
$3.66M 2.05%
+89,563
33
$3.65M 2.05%
25,560
-50
34
$3.64M 2.04%
21,475
-1,986
35
$3.45M 1.93%
284,770
+590
36
$3.41M 1.92%
20,752
-37
37
$3.39M 1.9%
22,730
+755
38
$3.32M 1.87%
134,607
+3,487
39
$2.84M 1.6%
+10,964
40
$2.84M 1.6%
+96,071
41
$2.74M 1.54%
85,667
-172
42
$1.53M 0.86%
12,000
43
$718K 0.4%
4,950
44
$270K 0.15%
2,060
45
$240K 0.13%
1,644
46
– –
-12,390
47
– –
-80,413
48
– –
-51,670
49
– –
-22,043
50
– –
-94,042
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