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
$129M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.49M
3
+$3.35M
4
NVS icon
Novartis
NVS
+$3.26M
5
KLAC icon
KLA
KLAC
+$3.08M

Top Sells

1
+$3.28M
2
+$3.1M
3
+$2.97M
4
WBA
Walgreens Boots Alliance
WBA
+$2.83M
5
GG
Goldcorp Inc
GG
+$2.8M

Sector Composition

1 Healthcare 20.41%
2 Financials 13.94%
3 Technology 13.09%
4 Communication Services 11.83%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.29M 4.09%
44,863
+645
2
$4.91M 3.8%
103,380
-300
3
$4.33M 3.35%
48,680
+480
4
$4.29M 3.32%
38,635
+12,895
5
$4.12M 3.19%
26,375
+235
6
$4.12M 3.18%
70,160
+1,140
7
$4.08M 3.16%
20,323
+230
8
$3.98M 3.08%
62,320
+1,650
9
$3.75M 2.9%
47,246
+257
10
$3.58M 2.77%
110,085
+1,065
11
$3.52M 2.72%
+65,325
12
$3.51M 2.72%
87,835
+925
13
$3.49M 2.7%
+38,335
14
$3.37M 2.61%
17,760
+150
15
$3.35M 2.59%
62,070
+430
16
$3.35M 2.59%
+167,305
17
$3.26M 2.52%
68,595
+11,935
18
$3.26M 2.52%
+37,810
19
$3.25M 2.51%
32,121
+335
20
$3.25M 2.51%
40,600
+405
21
$3.19M 2.46%
19,055
+185
22
$3.15M 2.44%
19,850
+125
23
$3.1M 2.4%
83,510
+7,840
24
$3.1M 2.39%
7,245
+70
25
$3.08M 2.39%
+25,835
1
2 3