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
$156M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4M
3
+$3.5M
4
AEPPZ
American Electric Power Company, Inc. Corporate Units
AEPPZ
+$3.3M
5
INTC icon
Intel
INTC
+$3.16M

Top Sells

1
+$3.22M
2
+$3.21M
3
+$3.04M
4
TJX icon
TJX Companies
TJX
+$2.98M
5
SYK icon
Stryker
SYK
+$2.73M

Sector Composition

1 Technology 24.38%
2 Healthcare 23.06%
3 Financials 10.49%
4 Consumer Discretionary 8.15%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
20
52
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-218
53
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-58,985
54
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-15,160
55
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-348
56
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-41,330
57
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-8,295
58
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-28,640
59
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-32,288
60
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-353
61
– –
-13,750
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3