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
$180M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.09M
3
+$4.07M
4
EQH icon
Equitable Holdings
EQH
+$4.04M
5
GD icon
General Dynamics
GD
+$3.98M

Top Sells

1
+$4.35M
2
+$4.26M
3
+$3.96M
4
A icon
Agilent Technologies
A
+$3.73M
5
MRNA icon
Moderna
MRNA
+$3.12M

Sector Composition

1 Technology 30.7%
2 Industrials 17.81%
3 Healthcare 13.03%
4 Financials 10.64%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 6.09%
56,578
-3,442
2
$10.5M 5.83%
30,864
-2,931
3
$6.31M 3.5%
18,514
-46
4
$4.77M 2.65%
35,658
-112
5
$4.75M 2.63%
15,383
-61
6
$4.73M 2.63%
39,140
+270
7
$4.62M 2.57%
11,857
-86
8
$4.61M 2.56%
22,225
+3,366
9
$4.53M 2.51%
96,324
-11,765
10
$4.5M 2.5%
20,031
+2,219
11
$4.4M 2.44%
73,527
-18,435
12
$4.38M 2.43%
+48,895
13
$4.35M 2.41%
23,461
-289
14
$4.2M 2.33%
8,044
-72
15
$4.2M 2.33%
8,729
+37
16
$4.11M 2.28%
57,012
+254
17
$4.1M 2.27%
14,596
+860
18
$4.09M 2.27%
+284,180
19
$4.07M 2.26%
+19,888
20
$4.06M 2.25%
22,563
+258
21
$4.05M 2.25%
43,425
+435
22
$4.04M 2.24%
+148,867
23
$3.98M 2.21%
+18,488
24
$3.94M 2.19%
25,610
+3,045
25
$3.83M 2.12%
21,975
+545
1
2 3