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
$156M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4M
3
+$3.5M
4
AEPPZ
American Electric Power Company, Inc. Corporate Units
AEPPZ
+$3.3M
5
INTC icon
Intel
INTC
+$3.16M

Top Sells

1
+$3.22M
2
+$3.21M
3
+$3.04M
4
TJX icon
TJX Companies
TJX
+$2.98M
5
SYK icon
Stryker
SYK
+$2.73M

Sector Composition

1 Technology 24.38%
2 Healthcare 23.06%
3 Financials 10.49%
4 Consumer Discretionary 8.15%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.75M 6.25%
84,184
-320
2
$9.07M 5.82%
43,136
-32
3
$8.95M 5.74%
56,860
-7,920
4
$5.23M 3.35%
71,160
-280
5
$4.92M 3.15%
105,435
-345
6
$4.37M 2.8%
31,310
+6,285
7
$4.32M 2.77%
93,285
+3,250
8
$4.22M 2.71%
21,100
+120
9
$4.21M 2.7%
40,535
+335
10
$4.2M 2.69%
71,915
+8,205
11
$4.18M 2.68%
120,124
+119,070
12
$4.07M 2.61%
13,045
-45
13
$4.06M 2.6%
37,305
-120
14
$4.03M 2.59%
9,135
-1,820
15
$4.03M 2.58%
34,245
-8,720
16
$4M 2.56%
2,685
+40
17
$4M 2.56%
+62,970
18
$3.98M 2.56%
7,070
-30
19
$3.88M 2.49%
40,315
+35
20
$3.81M 2.44%
12,780
-2,880
21
$3.8M 2.44%
28,399
-84
22
$3.75M 2.41%
17,110
-85
23
$3.73M 2.39%
47,167
+47
24
$3.73M 2.39%
46,315
+8,240
25
$3.67M 2.36%
17,251
-65
1
2 3