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
$145M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.71M
3
+$3.22M
4
NOC icon
Northrop Grumman
NOC
+$3.2M
5
BKH icon
Black Hills Corp
BKH
+$3.11M

Top Sells

1
+$4.03M
2
+$3.57M
3
+$3.19M
4
UPS icon
United Parcel Service
UPS
+$2.97M
5
T icon
AT&T
T
+$2.83M

Sector Composition

1 Technology 25.9%
2 Healthcare 24.52%
3 Consumer Discretionary 12.5%
4 Financials 10.63%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.94M 6.16%
64,780
-40
2
$8.79M 6.06%
43,168
+260
3
$7.71M 5.32%
84,504
-300
4
$5.05M 3.48%
71,440
+280
5
$4.22M 2.91%
105,780
-645
6
$4.14M 2.85%
63,710
+255
7
$4.05M 2.8%
20,980
+70
8
$3.97M 2.74%
10,955
-20
9
$3.92M 2.7%
42,965
+60
10
$3.86M 2.66%
7,100
+135
11
$3.86M 2.66%
13,090
-15
12
$3.79M 2.61%
40,280
+9,345
13
$3.78M 2.61%
15,660
+285
14
$3.73M 2.57%
+25,025
15
$3.71M 2.56%
+28,483
16
$3.69M 2.54%
40,200
+430
17
$3.68M 2.54%
18,915
-3,360
18
$3.55M 2.45%
2,645
+280
19
$3.55M 2.45%
40,620
+115
20
$3.51M 2.42%
58,105
+480
21
$3.51M 2.42%
90,035
+3,765
22
$3.48M 2.4%
47,120
+1,430
23
$3.42M 2.36%
37,425
-2,890
24
$3.28M 2.26%
38,075
-2,495
25
$3.22M 2.22%
+8,295
1
2 3