BIMC
Benson Investment Management Company Portfolio holdings
AUM
$293M
1-Year Est. Return
21.24%
1 Year Est. Return
+21.24%
AUM
$264M
AUM Growth
+$34.2M
(+15%)
Holding
63
Top Buys
| 1 | +$6.31M | |
| 2 | +$5.69M | |
| 3 | +$5.67M | |
| 4 |
ASML
ASML
|
+$5.61M |
| 5 |
Teledyne Technologies
TDY
|
+$5.6M |
Top Sells
| 1 | +$6.77M | |
| 2 | +$5.5M | |
| 3 | +$4.93M | |
| 4 |
Apple
AAPL
|
+$4.82M |
| 5 |
Comcast
CMCSA
|
+$4.63M |
Sector Composition
| 1 | Technology | 37.22% |
| 2 | Financials | 25.18% |
| 3 | Industrials | 10.84% |
| 4 | Communication Services | 7.43% |
| 5 | Healthcare | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Procter & Gamble
PG
$338B
| $262K | 0.1% |
1,644
|
|
||
52
Vanguard S&P 500 ETF
VOO
$851B
| $232K | 0.09% |
+408
|
|
||
53
Vertiv
VRT
$67.6B
| – | – |
-62,410
|
|
||
54
Flutter Entertainment
FLUT
$33B
| – | – |
-19,563
|
|
||
55
Novo Nordisk
NVO
$277B
| – | – |
-65,019
|
|
||
56
Invesco QQQ Trust
QQQ
$409B
| – | – |
-993
|
|
||
57
Sumitomo Mitsui Financial
SMFG
$136B
| – | – |
-355,750
|
|
||
58
Thermo Fisher Scientific
TMO
$232B
| – | – |
-8,164
|
|
||
59
Agnico Eagle Mines
AEM
$99.1B
| – | – |
-62,476
|
|
||
60
Chord Energy
CHRD
$5.25B
| – | – |
-31,517
|
|
||
|
61
Comcast
CMCSA
$101B
| – | – |
-125,558
|
|
||
62
Fortive
FTV
$17.5B
| – | – |
-89,420
|
|
||
63
Hologic
HOLX
$16.7B
| – | – |
-66,935
|
|