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
$194M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.41M
3
+$4.34M
4
SLB icon
SLB Limited
SLB
+$4.33M
5
AQN icon
Algonquin Power & Utilities
AQN
+$4.04M

Top Sells

1
+$4.54M
2
+$4.33M
3
+$4.11M
4
MMM icon
3M
MMM
+$4M
5
RVTY icon
Revvity
RVTY
+$3.89M

Sector Composition

1 Technology 28.15%
2 Financials 14.79%
3 Consumer Discretionary 14.25%
4 Healthcare 12.02%
5 Industrials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$129K 0.07%
660
52
$113K 0.06%
2,340
53
$109K 0.06%
1,384
54
$108K 0.06%
1,240
55
$79K 0.04%
1,649
56
$43K 0.02%
1,000
57
$31K 0.02%
877
58
$24K 0.01%
353
59
$20K 0.01%
353
60
$17K 0.01%
+100
61
$9K ﹤0.01%
56
62
$7K ﹤0.01%
100
63
$5K ﹤0.01%
+150
64
– –
-21,785
65
– –
-14,840
66
– –
-18,671
67
– –
-17,798
68
– –
-48,160
69
– –
-24,099
70
– –
-71,674
71
– –
-25,165
72
– –
-39,798
73
– –
-59,019
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