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
$194M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.41M
3
+$4.34M
4
SLB icon
SLB Limited
SLB
+$4.33M
5
AQN icon
Algonquin Power & Utilities
AQN
+$4.04M

Top Sells

1
+$4.54M
2
+$4.33M
3
+$4.11M
4
MMM icon
3M
MMM
+$4M
5
RVTY icon
Revvity
RVTY
+$3.89M

Sector Composition

1 Technology 28.15%
2 Financials 14.79%
3 Consumer Discretionary 14.25%
4 Healthcare 12.02%
5 Industrials 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 6.12%
42,113
+5
2
$11.5M 5.94%
81,440
-180
3
$9.48M 4.88%
57,720
+160
4
$8.64M 4.45%
64,840
-640
5
$5.41M 2.78%
6,446
+2
6
$5.33M 2.75%
9,336
7
$5.13M 2.64%
13,140
+18
8
$5.03M 2.59%
+14,809
9
$4.97M 2.56%
15,150
+35
10
$4.7M 2.42%
17,209
+35
11
$4.63M 2.39%
66,045
+195
12
$4.51M 2.32%
35,983
+85
13
$4.41M 2.27%
+88,417
14
$4.39M 2.26%
45,126
-12,215
15
$4.34M 2.24%
+38,900
16
$4.33M 2.23%
+146,005
17
$4.3M 2.22%
76,949
-8,945
18
$4.29M 2.21%
33,358
+65
19
$4.26M 2.2%
12,746
+30
20
$4.23M 2.18%
32,771
+80
21
$4.11M 2.12%
48,403
+154
22
$4.04M 2.08%
+275,785
23
$4.02M 2.07%
34,045
+65
24
$3.9M 2.01%
11,653
+25
25
$3.89M 2%
80,230
+130
1
2 3