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
$101M
AUM Growth
+$672K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$2.3M
3
+$2.26M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.22M
5
DVN icon
Devon Energy
DVN
+$2.06M

Top Sells

1
+$6.57M
2
+$2.33M
3
+$2.3M
4
QCOM icon
Qualcomm
QCOM
+$2.12M
5
CI icon
Cigna
CI
+$2.05M

Sector Composition

1 Financials 16.23%
2 Healthcare 16.05%
3 Technology 12.54%
4 Communication Services 12.23%
5 Consumer Discretionary 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.22%
2,676
52
$157K 0.15%
1,744
53
$122K 0.12%
2,065
54
$118K 0.12%
3,341
55
$109K 0.11%
1,500
56
$106K 0.1%
2,340
57
$106K 0.1%
1,042
58
$87K 0.09%
1,649
59
$85K 0.08%
700
60
$70K 0.07%
660
61
$51K 0.05%
650
62
$44K 0.04%
1,384
63
$40K 0.04%
500
64
$35K 0.03%
426
65
$34K 0.03%
440
66
$34K 0.03%
1,054
67
$33K 0.03%
493
68
$31K 0.03%
261
69
$30K 0.03%
877
70
$19K 0.02%
218
71
$17K 0.02%
188
+70
72
$16K 0.02%
128
73
$13K 0.01%
120
74
$12K 0.01%
108
75
$11K 0.01%
+4,000
1 2
3
4 5