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
$133M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.28M
3
+$2.99M
4
CMI icon
Cummins
CMI
+$2.85M
5
MET icon
MetLife
MET
+$2.74M

Top Sells

1
+$4.54M
2
+$3.1M
3
+$2.91M
4
GG
Goldcorp Inc
GG
+$2.89M
5
INTC icon
Intel
INTC
+$2.56M

Sector Composition

1 Technology 20.68%
2 Industrials 16.18%
3 Financials 15.56%
4 Healthcare 12.14%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.49M 4.87%
114,920
-2,880
2
$5.48M 4.11%
54,680
-100
3
$5.13M 3.85%
44,858
-2,446
4
$4.45M 3.34%
20,773
-267
5
$4.17M 3.13%
69,880
+2,100
6
$3.97M 2.98%
26,435
-125
7
$3.62M 2.72%
51,075
+1,590
8
$3.55M 2.67%
113,415
-225
9
$3.48M 2.62%
19,766
+48
10
$3.37M 2.53%
+22,440
11
$3.32M 2.49%
20,825
+20,564
12
$3.31M 2.48%
48,834
-597
13
$3.3M 2.48%
57,380
-140
14
$3.22M 2.42%
44,220
+415
15
$3.22M 2.42%
23,323
+925
16
$3.18M 2.39%
11,950
-2,040
17
$3.14M 2.36%
43,783
-135
18
$3.13M 2.35%
15,120
-20
19
$3.11M 2.34%
19,110
-3,250
20
$3.09M 2.32%
18,445
+560
21
$3.07M 2.3%
27,191
-80
22
$3.06M 2.3%
26,160
+3,180
23
$3.05M 2.29%
62,610
-340
24
$2.99M 2.25%
+40,750
25
$2.85M 2.14%
+19,545
1
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