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
$142M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.45M
3
+$3.43M
4
WELL icon
Welltower
WELL
+$2.81M
5
GRMN icon
Garmin
GRMN
+$2.09M

Top Sells

1
+$4.29M
2
+$4.21M
3
+$3.92M
4
MDT icon
Medtronic
MDT
+$3.43M
5
MU icon
Micron Technology
MU
+$3.28M

Sector Composition

1 Technology 25.48%
2 Financials 17.32%
3 Healthcare 11.43%
4 Communication Services 10.83%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.81M 6.21%
63,755
-3,141
2
$8.73M 6.15%
37,481
-167
3
$5.02M 3.54%
18,795
+6,345
4
$4.88M 3.44%
50,780
+160
5
$4.42M 3.11%
8,747
-9
6
$4.31M 3.03%
36,245
-95
7
$4.28M 3.01%
25,609
-125
8
$4.16M 2.93%
8,196
-60
9
$4.12M 2.9%
136,442
-2,100
10
$4.08M 2.87%
+65,808
11
$4M 2.82%
65,855
-630
12
$3.97M 2.8%
72,446
-210
13
$3.95M 2.78%
41,443
-565
14
$3.9M 2.75%
23,900
-220
15
$3.89M 2.74%
253,352
+31,700
16
$3.74M 2.63%
88,573
+17,420
17
$3.72M 2.62%
13,491
-1,824
18
$3.7M 2.61%
84,595
-415
19
$3.59M 2.53%
15,439
-110
20
$3.54M 2.49%
6,433
-31
21
$3.46M 2.44%
96,515
-470
22
$3.45M 2.43%
32,278
-130
23
$3.45M 2.43%
+14,228
24
$3.43M 2.41%
+302,520
25
$3.35M 2.36%
75,330
-550
1
2 3