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
$242M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.06M
3
+$4.65M
4
EMR icon
Emerson Electric
EMR
+$4.59M
5
LDOS icon
Leidos
LDOS
+$4.49M

Top Sells

1
+$5.69M
2
+$4.79M
3
+$4.78M
4
CRM icon
Salesforce
CRM
+$4.76M
5
MCD icon
McDonald's
MCD
+$4.45M

Sector Composition

1 Technology 28.53%
2 Industrials 18.12%
3 Financials 16.87%
4 Healthcare 10.48%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.92M 2.03%
41,648
+10
27
$4.91M 2.03%
16,926
-22
28
$4.81M 1.99%
21,404
+310
29
$4.8M 1.98%
47,555
-585
30
$4.65M 1.93%
+55,204
31
$4.61M 1.91%
19,713
+10
32
$4.59M 1.9%
+41,646
33
$4.52M 1.87%
58,031
+65
34
$4.49M 1.86%
+30,748
35
$4.29M 1.78%
+48,687
36
$4.22M 1.75%
+30,525
37
$3.89M 1.61%
32,527
-5,855
38
$3.86M 1.6%
9,527
-1,625
39
$3.82M 1.58%
+33,135
40
$3.73M 1.54%
31,879
41
$3.68M 1.52%
+61,255
42
$3.51M 1.45%
38,806
-30
43
$3.29M 1.36%
+27,860
44
$1.22M 0.51%
2
45
$1M 0.41%
4,950
46
$481K 0.2%
1,004
-16
47
$375K 0.16%
2,060
48
$271K 0.11%
1,644
49
– –
-57,684
50
– –
-34,432
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