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
$171M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.71M
3
+$3.57M
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$3.33M
5
ADI icon
Analog Devices
ADI
+$3.25M

Top Sells

1
+$3.71M
2
+$3.7M
3
+$3.62M
4
AEPPZ
American Electric Power Company, Inc. Corporate Units
AEPPZ
+$3.48M
5
O icon
Realty Income
O
+$3.43M

Sector Composition

1 Technology 29.33%
2 Healthcare 17.75%
3 Financials 11.59%
4 Industrials 10.39%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23K 0.01%
353
52
$8K ﹤0.01%
56
53
$5K ﹤0.01%
100
54
$1K ﹤0.01%
20
55
– –
-72,736
56
– –
-68,715
57
– –
-165,775
58
– –
-56,931
59
– –
-42,045
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3