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
$196M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.66M
3
+$4.1M
4
VLO icon
Valero Energy
VLO
+$3.98M
5
CMI icon
Cummins
CMI
+$3.71M

Top Sells

1
+$4.77M
2
+$3.87M
3
+$3.77M
4
T icon
AT&T
T
+$3.64M
5
MRK icon
Merck
MRK
+$3.43M

Sector Composition

1 Technology 26.31%
2 Industrials 15.15%
3 Consumer Discretionary 14.77%
4 Healthcare 13.73%
5 Financials 13.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 5.81%
42,108
-2,285
2
$11.2M 5.69%
81,620
+52
3
$9.9M 5.04%
57,560
+1,140
4
$8.21M 4.18%
65,480
-2,020
5
$5.64M 2.87%
6,444
+25
6
$5.26M 2.68%
57,341
+685
7
$5.25M 2.68%
13,122
+150
8
$4.9M 2.49%
85,894
+1,345
9
$4.82M 2.46%
+15,115
10
$4.77M 2.43%
17,174
+115
11
$4.74M 2.41%
33,293
+435
12
$4.71M 2.4%
9,336
+132
13
$4.67M 2.38%
32,691
+612
14
$4.66M 2.37%
65,850
+65,830
15
$4.54M 2.31%
71,674
+1,190
16
$4.46M 2.27%
35,898
-4,845
17
$4.33M 2.2%
21,785
-8,110
18
$4.12M 2.1%
12,716
+195
19
$4.11M 2.09%
17,798
+240
20
$4.1M 2.09%
+11,628
21
$4.03M 2.05%
48,249
-16,300
22
$4M 2.04%
24,099
-6,333
23
$3.99M 2.03%
10,543
+155
24
$3.98M 2.03%
+50,923
25
$3.94M 2.01%
33,980
-3,420
1
2 3