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
$242M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$6.21M
2 +$5.06M
3 +$4.65M
4
EMR icon
Emerson Electric
EMR
+$4.59M
5
LDOS icon
Leidos
LDOS
+$4.49M

Top Sells

1 +$5.69M
2 +$4.79M
3 +$4.78M
4
CRM icon
Salesforce
CRM
+$4.76M
5
MCD icon
McDonald's
MCD
+$4.45M

Sector Composition

1 Technology 28.53%
2 Industrials 18.12%
3 Financials 16.87%
4 Healthcare 10.48%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-34,063
52
-17,024
53
-10,244
54
-26,236
55
-15,774
56
-152,995
57
-132,346
58
-15,797