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
$175M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$4.41M
3
+$4.35M
4
TDY icon
Teledyne Technologies
TDY
+$4.13M
5
STLA icon
Stellantis
STLA
+$3.84M

Top Sells

1
+$4.55M
2
+$4.31M
3
+$4.3M
4
AVGO icon
Broadcom
AVGO
+$4.2M
5
BK icon
Bank of New York Mellon
BK
+$3.85M

Sector Composition

1 Technology 27.44%
2 Healthcare 19.16%
3 Industrials 13.01%
4 Financials 9.73%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.9M 5.66%
60,020
-395
2
$9.74M 5.57%
33,795
-3,401
3
$5.73M 3.28%
18,560
-65
4
$5.34M 3.05%
+108,089
5
$4.69M 2.68%
35,770
-155
6
$4.68M 2.68%
8,116
-30
7
$4.41M 2.53%
+15,444
8
$4.41M 2.52%
31,558
-310
9
$4.35M 2.49%
+19,486
10
$4.33M 2.48%
23,750
-75
11
$4.26M 2.44%
81,480
-175
12
$4.15M 2.37%
22,305
-40
13
$4.13M 2.37%
+9,240
14
$4.11M 2.35%
8,692
15
$4.04M 2.31%
38,870
16
$4.01M 2.3%
11,943
-2,260
17
$3.98M 2.28%
91,962
-11,983
18
$3.96M 2.26%
13,411
-30
19
$3.96M 2.26%
56,758
-8,770
20
$3.84M 2.19%
+210,840
21
$3.73M 2.14%
+26,984
22
$3.71M 2.12%
+42,990
23
$3.65M 2.09%
+93,857
24
$3.62M 2.07%
+129,590
25
$3.61M 2.07%
73,552
-275
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