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
$175M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.41M
3
+$4.35M
4
TDY icon
Teledyne Technologies
TDY
+$4.13M
5
STLA icon
Stellantis
STLA
+$3.84M

Top Sells

1
+$4.55M
2
+$4.31M
3
+$4.3M
4
AVGO icon
Broadcom
AVGO
+$4.2M
5
BK icon
Bank of New York Mellon
BK
+$3.85M

Sector Composition

1 Technology 27.44%
2 Healthcare 19.16%
3 Industrials 13.01%
4 Financials 9.73%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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53
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54
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55
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-320,162
57
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-590,580
58
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-47,402
59
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-62,000
60
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-84,540
61
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-129,877
62
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-75,180
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3