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
$200M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$5.02M
3
+$4.49M
4
PFE icon
Pfizer
PFE
+$4.32M
5
AXS icon
AXIS Capital
AXS
+$4.17M

Top Sells

1
+$5.48M
2
+$4.74M
3
+$4.59M
4
Y
Alleghany Corp
Y
+$4.37M
5
VOD icon
Vodafone
VOD
+$4.21M

Sector Composition

1 Technology 29.32%
2 Healthcare 14.08%
3 Financials 12.54%
4 Consumer Discretionary 10.43%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 6.93%
79,180
-2,055
2
$13M 6.49%
42,008
+35
3
$9.51M 4.77%
58,360
+180
4
$9M 4.51%
64,440
-20
5
$5.9M 2.95%
16,709
-535
6
$5.33M 2.67%
10,445
+25
7
$5.29M 2.65%
+24,930
8
$5.07M 2.54%
80,430
+150
9
$5.04M 2.53%
45,433
+110
10
$5.02M 2.51%
+25,784
11
$4.97M 2.49%
48,918
-2,515
12
$4.92M 2.47%
6,439
+9
13
$4.85M 2.43%
8,216
+20
14
$4.68M 2.34%
83,895
-160
15
$4.62M 2.31%
24,505
-4,710
16
$4.55M 2.28%
15,200
+30
17
$4.52M 2.27%
19,640
-30
18
$4.49M 2.25%
+63,860
19
$4.4M 2.2%
246,290
+496
20
$4.37M 2.19%
84,435
+83,435
21
$4.33M 2.17%
70,690
-14,990
22
$4.23M 2.12%
41,763
-6,525
23
$4.17M 2.09%
+69,000
24
$4.17M 2.09%
100,865
-45,600
25
$4.16M 2.09%
24,865
-730
1
2 3