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
$178M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.88M
3
+$3.85M
4
CRM icon
Salesforce
CRM
+$3.76M
5
ENB icon
Enbridge
ENB
+$3.72M

Top Sells

1
+$4.53M
2
+$4.06M
3
+$3.8M
4
STLA icon
Stellantis
STLA
+$3.71M
5
APD icon
Air Products & Chemicals
APD
+$3.71M

Sector Composition

1 Technology 31.3%
2 Industrials 17.07%
3 Financials 14.91%
4 Healthcare 12.98%
5 Energy 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-22,563
52
– –
-11,782
53
– –
-96,324
54
– –
-18,049
55
– –
-211,645
1 2
3