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
$160M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.49M
3
+$3.73M
4
F icon
Ford
F
+$3.65M
5
MU icon
Micron Technology
MU
+$3.28M

Top Sells

1
+$4.93M
2
+$4.68M
3
+$4.52M
4
ABT icon
Abbott
ABT
+$4.07M
5
AMAT icon
Applied Materials
AMAT
+$3.91M

Sector Composition

1 Technology 27.11%
2 Financials 15.39%
3 Healthcare 13.02%
4 Consumer Discretionary 11.89%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.62M 6%
37,648
-4,360
2
$9.09M 5.67%
66,896
-12,284
3
$5.51M 3.44%
50,620
-13,820
4
$5.11M 3.18%
+36,340
5
$4.62M 2.88%
221,652
-24,638
6
$4.49M 2.8%
+72,656
7
$4.48M 2.79%
8,756
-1,689
8
$4.46M 2.78%
8,256
+40
9
$4.45M 2.77%
25,734
-50
10
$4.44M 2.77%
85,010
+575
11
$4.29M 2.68%
56,696
+11,135
12
$4.21M 2.62%
29,928
+4,998
13
$4.19M 2.61%
138,542
+123,466
14
$4.18M 2.61%
15,315
+115
15
$4.16M 2.59%
66,485
+2,625
16
$4M 2.5%
24,120
-745
17
$4M 2.49%
24,655
+150
18
$3.93M 2.45%
69,060
+60
19
$3.92M 2.45%
98,968
+28,665
20
$3.92M 2.44%
6,464
+25
21
$3.87M 2.41%
42,008
+245
22
$3.72M 2.32%
15,549
+74
23
$3.67M 2.29%
75,880
-4,550
24
$3.65M 2.28%
+329,835
25
$3.62M 2.26%
115,427
+8,437
1
2 3