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
$125M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.99M
3
+$2.83M
4
LDOS icon
Leidos
LDOS
+$2.6M
5
SYK icon
Stryker
SYK
+$2.51M

Top Sells

1
+$3.93M
2
+$3.85M
3
+$3.62M
4
HON icon
Honeywell
HON
+$3.41M
5
DAL icon
Delta Air Lines
DAL
+$3.16M

Sector Composition

1 Healthcare 28.55%
2 Technology 21.63%
3 Consumer Discretionary 11.75%
4 Communication Services 10.93%
5 Financials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.77M 5.43%
42,908
+145
2
$6.32M 5.07%
64,820
+140
3
$5.39M 4.33%
84,804
-12,800
4
$4.14M 3.32%
71,160
-140
5
$4.03M 3.24%
+89,050
6
$4.03M 3.23%
106,425
+1,365
7
$3.77M 3.02%
63,455
+420
8
$3.67M 2.95%
20,086
+265
9
$3.59M 2.88%
39,770
+50
10
$3.57M 2.87%
37,000
+575
11
$3.47M 2.79%
15,498
+2,506
12
$3.37M 2.7%
20,910
-3,710
13
$3.35M 2.69%
45,690
+676
14
$3.34M 2.68%
40,505
+645
15
$3.29M 2.64%
40,570
+955
16
$3.27M 2.62%
13,105
-900
17
$3.2M 2.57%
22,275
+255
18
$3.19M 2.56%
66,810
+430
19
$3.18M 2.55%
40,315
+965
20
$3.11M 2.5%
10,975
-675
21
$3.07M 2.46%
15,375
+165
22
$3.06M 2.46%
6,965
-5
23
$2.99M 2.4%
+2,365
24
$2.97M 2.38%
31,795
+630
25
$2.97M 2.38%
86,270
+870
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