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
1
$3.4M 3.35%
20,380
-820
2
$3.13M 3.08%
108,688
+700
3
$2.83M 2.79%
42,999
-40
4
$2.69M 2.65%
18,945
+415
5
$2.66M 2.62%
64,120
+100
6
$2.66M 2.62%
82,055
-235
7
$2.64M 2.6%
44,148
+255
8
$2.58M 2.54%
71,380
-50
9
$2.55M 2.52%
20,493
+300
10
$2.53M 2.49%
19,718
+38
11
$2.45M 2.41%
102,666
+4,380
12
$2.42M 2.39%
20,751
-56,225
13
$2.41M 2.38%
16,888
+501
14
$2.4M 2.36%
17,600
-30
15
$2.36M 2.33%
107,950
-7,800
16
$2.35M 2.32%
66,470
+135
17
$2.34M 2.31%
26,287
-2,335
18
$2.33M 2.3%
26,586
+21,260
19
$2.32M 2.28%
+15,185
20
$2.3M 2.27%
20,322
-6,593
21
$2.3M 2.27%
+36,805
22
$2.27M 2.24%
28,210
+605
23
$2.27M 2.24%
37,950
+1,315
24
$2.26M 2.23%
+52,345
25
$2.22M 2.19%
+40,815
1
2 3 4 5