BIMC
Benson Investment Management Company Portfolio holdings
AUM
$264M
This Quarter Return
+11.73%
1 Year Return
+18.22%
3 Year Return
+78.14%
5 Year Return
+128.47%
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+9.8%)
Cap. Flow
+$1.49M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
32.83%
Holding
72
New
9
Increased
28
Reduced
2
Closed
10
Top Buys
| 1 |
CVS Health
CVS
|
$3.52M |
| 2 |
Medtronic
MDT
|
$3.49M |
| 3 |
Kinder Morgan
KMI
|
$3.35M |
| 4 |
Novartis
NVS
|
$3.26M |
| 5 |
KLA
KLAC
|
$3.09M |
Top Sells
| 1 |
Deere & Co
DE
|
$3.28M |
| 2 |
3M
MMM
|
$3.1M |
| 3 |
MetLife
MET
|
$2.97M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$2.84M |
| 5 |
GG
Goldcorp Inc
GG
|
$2.8M |
Sector Composition
| 1 | Healthcare | 20.41% |
| 2 | Financials | 13.94% |
| 3 | Technology | 13.09% |
| 4 | Communication Services | 11.83% |
| 5 | Consumer Discretionary | 10.55% |
