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
$169M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.55M
3
+$3.89M
4
MRVL icon
Marvell Technology
MRVL
+$3.85M
5
BK icon
Bank of New York Mellon
BK
+$3.85M

Top Sells

1
+$3.97M
2
+$3.89M
3
+$3.74M
4
BLK icon
Blackrock
BLK
+$3.54M
5
VOD icon
Vodafone
VOD
+$3.43M

Sector Composition

1 Technology 26.68%
2 Financials 15.72%
3 Healthcare 14.62%
4 Industrials 11.33%
5 Communication Services 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.92M 5.27%
37,196
-285
2
$7.85M 4.63%
60,415
-3,340
3
$5.75M 3.4%
18,625
-170
4
$5.06M 2.99%
35,925
-320
5
$4.97M 2.93%
65,528
-280
6
$4.61M 2.72%
8,692
-55
7
$4.57M 2.7%
+13,801
8
$4.55M 2.69%
+47,402
9
$4.49M 2.65%
8,146
-50
10
$4.31M 2.54%
84,025
-570
11
$4.3M 2.54%
23,825
-75
12
$4.3M 2.54%
129,877
-6,565
13
$4.25M 2.51%
13,441
-50
14
$4.2M 2.48%
75,180
-150
15
$4.13M 2.44%
14,203
-25
16
$4.04M 2.39%
31,868
-410
17
$4.04M 2.39%
18,859
-6,750
18
$3.95M 2.33%
73,827
-22,688
19
$3.89M 2.3%
+81,655
20
$3.85M 2.28%
41,348
-95
21
$3.85M 2.27%
+103,945
22
$3.85M 2.27%
+84,540
23
$3.8M 2.24%
+62,000
24
$3.72M 2.2%
12,082
-3,357
25
$3.72M 2.2%
320,162
+38,174
1
2 3