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
$206M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.94M
3
+$4.69M
4
SBUX icon
Starbucks
SBUX
+$4.59M
5
T icon
AT&T
T
+$4.57M

Top Sells

1
+$5.03M
2
+$4.63M
3
+$4.3M
4
AQN icon
Algonquin Power & Utilities
AQN
+$4.04M
5
DE icon
Deere & Co
DE
+$3.9M

Sector Composition

1 Technology 33.99%
2 Consumer Discretionary 13.84%
3 Healthcare 12.35%
4 Communication Services 11.08%
5 Financials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 7%
81,235
-205
2
$14.1M 6.85%
41,973
-140
3
$9.7M 4.71%
58,180
+460
4
$9.33M 4.52%
64,460
-380
5
$6.3M 3.05%
15,170
+20
6
$5.89M 2.86%
6,430
-16
7
$5.48M 2.66%
12,746
8
$5.47M 2.65%
8,196
-1,140
9
$5.34M 2.59%
80,280
+50
10
$5.33M 2.58%
+84,055
11
$5.25M 2.55%
33,383
+25
12
$5.23M 2.54%
10,420
-2,720
13
$5.16M 2.5%
17,244
+35
14
$4.98M 2.42%
48,288
-115
15
$4.94M 2.39%
+19,670
16
$4.82M 2.34%
34,270
+225
17
$4.74M 2.3%
39,380
+480
18
$4.69M 2.28%
+15,425
19
$4.69M 2.27%
45,323
+9,340
20
$4.62M 2.24%
25,276
-7,495
21
$4.59M 2.23%
+39,247
22
$4.57M 2.22%
+245,794
23
$4.55M 2.21%
+85,680
24
$4.46M 2.16%
45,441
+315
25
$4.45M 2.16%
25,595
+165
1
2 3