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
$118M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.82M
3
+$2.8M
4
CMCSA icon
Comcast
CMCSA
+$2.66M
5
VLO icon
Valero Energy
VLO
+$2.54M

Top Sells

1
+$3.22M
2
+$2.67M
3
+$2.6M
4
DHI icon
D.R. Horton
DHI
+$2.52M
5
TOL icon
Toll Brothers
TOL
+$2.51M

Sector Composition

1 Financials 18.36%
2 Technology 14.05%
3 Industrials 13.86%
4 Healthcare 12.91%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.49M 3.81%
44,218
-640
2
$4.1M 3.48%
20,093
-680
3
$4.09M 3.47%
103,680
-11,240
4
$3.64M 3.09%
60,670
+9,595
5
$3.62M 3.07%
48,200
-6,480
6
$3.57M 3.03%
69,020
-860
7
$3.45M 2.93%
26,140
-295
8
$3.43M 2.91%
46,989
-1,845
9
$3.38M 2.87%
109,020
-4,395
10
$3.28M 2.79%
21,995
-445
11
$3.13M 2.65%
17,610
-835
12
$3.1M 2.63%
31,786
+4,595
13
$3.1M 2.63%
19,467
-299
14
$2.97M 2.52%
72,300
+13,640
15
$2.96M 2.51%
86,910
+77,990
16
$2.94M 2.49%
11,785
-165
17
$2.91M 2.47%
40,195
-555
18
$2.88M 2.44%
+14,775
19
$2.83M 2.41%
41,495
-2,725
20
$2.82M 2.4%
25,740
-420
21
$2.82M 2.39%
+7,175
22
$2.8M 2.38%
+285,700
23
$2.77M 2.35%
108,850
-1,800
24
$2.71M 2.3%
24,575
-310
25
$2.67M 2.27%
61,640
-970
1
2 3