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
$127M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.24M
3
+$3.23M
4
D icon
Dominion Energy
D
+$3.07M
5
MCD icon
McDonald's
MCD
+$2.8M

Top Sells

1
+$2.75M
2
+$2.72M
3
+$2.63M
4
X
US Steel
X
+$2.51M
5
CB icon
Chubb
CB
+$2.31M

Sector Composition

1 Technology 20.41%
2 Communication Services 13.42%
3 Consumer Discretionary 13.2%
4 Healthcare 13.05%
5 Financials 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.45M 4.29%
117,800
+40
2
$4.67M 3.67%
47,304
+60
3
$4.66M 3.66%
54,780
-100
4
$4.54M 3.57%
187,226
+61,400
5
$3.93M 3.09%
21,040
+65
6
$3.78M 2.97%
67,780
-60
7
$3.6M 2.83%
49,485
-1,020
8
$3.52M 2.77%
26,560
+20,820
9
$3.43M 2.7%
13,990
-25
10
$3.24M 2.55%
+113,640
11
$3.24M 2.55%
19,718
+19,692
12
$3.23M 2.54%
+57,520
13
$3.17M 2.49%
22,360
-45
14
$3.1M 2.44%
45,535
+45,095
15
$2.99M 2.35%
91,185
+5,665
16
$2.99M 2.35%
27,080
-30
17
$2.94M 2.31%
43,918
+395
18
$2.92M 2.3%
15,140
-60
19
$2.89M 2.27%
210,690
-405
20
$2.86M 2.25%
49,431
+73
21
$2.84M 2.23%
27,271
+45
22
$2.8M 2.2%
+17,885
23
$2.72M 2.14%
+59,860
24
$2.72M 2.14%
22,398
+585
25
$2.71M 2.13%
62,950
+210
1
2 3 4