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
$235M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6M
3
+$5.29M
4
TSM icon
TSMC
TSM
+$5.07M
5
RGA icon
Reinsurance Group of America
RGA
+$4.89M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$4.44M
4
WFC icon
Wells Fargo
WFC
+$4.44M
5
TDY icon
Teledyne Technologies
TDY
+$4.17M

Sector Composition

1 Technology 27.03%
2 Industrials 17.84%
3 Financials 17%
4 Healthcare 10.57%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.78M 2.04%
+152,995
27
$4.77M 2.03%
+16,785
28
$4.76M 2.02%
15,797
-2,744
29
$4.68M 1.99%
41,638
-6,880
30
$4.67M 1.99%
+141,779
31
$4.59M 1.95%
7,895
-192
32
$4.5M 1.91%
+21,094
33
$4.45M 1.89%
48,140
+1,048
34
$4.45M 1.89%
15,774
+205
35
$4.43M 1.88%
57,684
+414
36
$4.42M 1.88%
17,024
-2,573
37
$4.37M 1.86%
11,152
+141
38
$4.33M 1.84%
34,432
+632
39
$4.11M 1.75%
+31,879
40
$4.05M 1.72%
34,063
+619
41
$3.81M 1.62%
+38,836
42
$3.73M 1.59%
26,236
-9,760
43
$3.66M 1.56%
+38,382
44
$1.27M 0.54%
2
-2
45
$991K 0.42%
4,950
46
$453K 0.19%
1,020
+125
47
$311K 0.13%
2,060
48
$267K 0.11%
1,644
49
– –
-24,328
50
– –
-183,774
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2
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