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
$195M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$4.83M
2 +$4.62M
3 +$4.56M
4
CRH icon
CRH
CRH
+$4.56M
5
PWR icon
Quanta Services
PWR
+$4.23M

Top Sells

1 +$4.16M
2 +$4.03M
3 +$3.98M
4
IQV icon
IQVIA
IQV
+$3.92M
5
AEM icon
Agnico Eagle Mines
AEM
+$3.73M

Sector Composition

1 Technology 28.46%
2 Financials 18.33%
3 Industrials 15.22%
4 Healthcare 9.15%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-20,752
52
-96,071
53
-14,534
54
-82,052
55
-13,115