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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.46M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.81M
5
MSFT icon
Microsoft
MSFT
+$2.67M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.39%
2 Technology 13.96%
3 Financials 13.48%
4 Consumer Discretionary 12.96%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.06M 4.03%
+76,976
2
$3.46M 3.43%
+21,200
3
$3.13M 3.1%
+107,988
4
$2.81M 2.78%
+26,915
5
$2.67M 2.65%
+43,039
6
$2.61M 2.59%
+43,893
7
$2.48M 2.46%
+16,387
8
$2.47M 2.45%
+64,020
9
$2.33M 2.31%
+171,420
10
$2.33M 2.31%
+17,630
11
$2.33M 2.31%
+20,193
12
$2.31M 2.29%
+66,335
13
$2.31M 2.29%
+82,290
14
$2.3M 2.28%
+12,650
15
$2.27M 2.25%
+19,680
16
$2.27M 2.25%
+98,286
17
$2.21M 2.2%
+71,430
18
$2.13M 2.12%
+18,530
19
$2.13M 2.11%
+47,995
20
$2.12M 2.1%
+32,524
21
$2.12M 2.1%
+28,622
22
$2.05M 2.03%
+15,360
23
$2.05M 2.03%
+115,750
24
$2.04M 2.03%
+36,635
25
$2.02M 2.01%
+29,235
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