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
$101M
AUM Growth
+$672K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$2.3M
3 +$2.26M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.22M
5
DVN icon
Devon Energy
DVN
+$2.06M

Top Sells

1 +$6.57M
2 +$2.33M
3 +$2.3M
4
QCOM icon
Qualcomm
QCOM
+$2.12M
5
CI icon
Cigna
CI
+$2.05M

Sector Composition

1 Financials 16.23%
2 Healthcare 16.05%
3 Technology 12.54%
4 Communication Services 12.23%
5 Consumer Discretionary 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-171,420
102
-14,775