BIMC
Benson Investment Management Company Portfolio holdings
AUM
$264M
This Quarter Return
+0.54%
1 Year Return
+18.22%
3 Year Return
+78.14%
5 Year Return
+128.47%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+3%)
Cap. Flow
+$3.69M
Cap. Flow
% of AUM
2.9%
Top 10 Holdings %
Top 10 Hldgs %
32.09%
Holding
88
New
6
Increased
19
Reduced
13
Closed
18
Top Buys
| 1 |
Walmart
WMT
|
$3.24M |
| 2 |
3M
MMM
|
$3.24M |
| 3 |
PARA
Paramount Global Class B
PARA
|
$3.23M |
| 4 |
Dominion Energy
D
|
$3.07M |
| 5 |
McDonald's
MCD
|
$2.8M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$2.75M |
| 2 |
Enbridge
ENB
|
$2.72M |
| 3 |
Stanley Black & Decker
SWK
|
$2.63M |
| 4 |
X
US Steel
X
|
$2.51M |
| 5 |
Chubb
CB
|
$2.31M |
Sector Composition
| 1 | Technology | 20.41% |
| 2 | Communication Services | 13.42% |
| 3 | Consumer Discretionary | 13.2% |
| 4 | Healthcare | 13.05% |
| 5 | Financials | 11.03% |
