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
$124M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.85M
3
+$2.72M
4
CSCO icon
Cisco
CSCO
+$2.69M
5
AMZN icon
Amazon
AMZN
+$2.66M

Top Sells

1
+$3.39M
2
+$3.13M
3
+$3.07M
4
MGA icon
Magna International
MGA
+$3.03M
5
DAL icon
Delta Air Lines
DAL
+$2.83M

Sector Composition

1 Technology 19.37%
2 Consumer Discretionary 17.64%
3 Healthcare 13.26%
4 Communication Services 12.1%
5 Financials 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.94M 4%
117,760
+17,060
2
$4.31M 3.49%
47,244
+4,170
3
$4.18M 3.39%
20,975
-25
4
$3.97M 3.22%
54,880
+36,800
5
$3.64M 2.95%
+69,965
6
$3.5M 2.83%
67,840
7
$3.39M 2.74%
125,826
+159
8
$3.31M 2.68%
50,505
-125
9
$3.28M 2.66%
15,200
-60
10
$3.01M 2.44%
22,405
-415
11
$3M 2.43%
14,015
-570
12
$2.99M 2.42%
27,226
-20
13
$2.94M 2.38%
43,523
+10
14
$2.92M 2.37%
85,520
+75,800
15
$2.92M 2.36%
211,095
-1,575
16
$2.85M 2.3%
+43,460
17
$2.82M 2.28%
27,110
-1,205
18
$2.79M 2.26%
21,813
+115
19
$2.75M 2.23%
29,110
+435
20
$2.73M 2.21%
134,500
21
$2.72M 2.21%
+86,565
22
$2.69M 2.18%
+62,740
23
$2.66M 2.15%
42,020
+390
24
$2.64M 2.14%
+41,145
25
$2.63M 2.13%
17,191
+45
1
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