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
$155M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.83M
3
+$3.79M
4
QCOM icon
Qualcomm
QCOM
+$3.75M
5
TJX icon
TJX Companies
TJX
+$3.55M

Top Sells

1
+$3.89M
2
+$3.28M
3
+$3.13M
4
D icon
Dominion Energy
D
+$3.08M
5
GM icon
General Motors
GM
+$2.97M

Sector Composition

1 Healthcare 26.88%
2 Technology 21.57%
3 Financials 13.95%
4 Industrials 10.7%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.17M 4.62%
97,604
-180
2
$6.74M 4.35%
42,763
+150
3
$5.98M 3.85%
64,680
+17,600
4
$5.27M 3.4%
36,425
+15
5
$4.77M 3.07%
71,300
+1,100
6
$4.68M 3.02%
63,035
+70
7
$4.63M 2.99%
24,620
8
$4.51M 2.91%
39,720
9
$4.49M 2.89%
19,821
+270
10
$4.26M 2.75%
30,595
+140
11
$4.16M 2.68%
105,060
+300
12
$4.12M 2.65%
14,005
13
$3.93M 2.53%
70,195
14
$3.92M 2.53%
22,020
-2,490
15
$3.91M 2.52%
45,014
+231
16
$3.86M 2.49%
+66,380
17
$3.85M 2.49%
11,125
18
$3.84M 2.48%
85,400
+2,050
19
$3.83M 2.47%
+62,830
20
$3.79M 2.44%
+11,650
21
$3.77M 2.43%
39,860
22
$3.75M 2.42%
+42,485
23
$3.65M 2.35%
31,165
-275
24
$3.62M 2.33%
15,000
+600
25
$3.57M 2.3%
15,210
+100
1
2 3