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
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.15M
3
+$2.89M
4
NVS icon
Novartis
NVS
+$301K
5
MDT icon
Medtronic
MDT
+$275K

Top Sells

1
+$2.9M
2
+$2.57M
3
+$2.21M
4
HHH icon
Howard Hughes
HHH
+$2.04M
5
V icon
Visa
V
+$167K

Sector Composition

1 Healthcare 20.57%
2 Technology 17.64%
3 Communication Services 12.26%
4 Financials 12.21%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.9M 4.44%
44,023
-840
2
$5.26M 3.96%
37,695
-940
3
$4.84M 3.65%
101,964
-1,416
4
$4.49M 3.38%
47,380
-1,300
5
$4.41M 3.32%
25,415
-960
6
$4.26M 3.2%
19,971
-352
7
$4.02M 3.02%
61,120
-1,200
8
$4.01M 3.02%
41,155
+2,820
9
$3.98M 3%
108,135
-1,950
10
$3.91M 2.94%
72,360
+2,200
11
$3.75M 2.83%
41,110
+3,300
12
$3.7M 2.79%
46,250
-996
13
$3.64M 2.74%
86,135
-1,700
14
$3.61M 2.72%
17,395
-365
15
$3.54M 2.67%
65,035
-290
16
$3.53M 2.66%
15,605
-335
17
$3.49M 2.63%
31,235
-886
18
$3.43M 2.58%
164,305
-3,000
19
$3.4M 2.56%
19,500
-350
20
$3.36M 2.53%
67,265
-1,330
21
$3.36M 2.53%
+32,495
22
$3.35M 2.52%
39,865
-735
23
$3.34M 2.51%
7,110
-135
24
$3.33M 2.5%
60,790
-1,280
25
$3.19M 2.41%
24,365
-425
1
2 3