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
$235M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$7.64M
2 +$6M
3 +$5.29M
4
TSM icon
TSMC
TSM
+$5.07M
5
RGA icon
Reinsurance Group of America
RGA
+$4.89M

Top Sells

1 +$4.63M
2 +$4.62M
3 +$4.44M
4
WFC icon
Wells Fargo
WFC
+$4.44M
5
TDY icon
Teledyne Technologies
TDY
+$4.17M

Sector Composition

1 Technology 27.03%
2 Industrials 17.84%
3 Financials 17%
4 Healthcare 10.57%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,349
52
-74,873
53
-22,102
54
-76,661
55
-49,280
56
-183,774
57
-24,328