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
$178M
AUM Growth
-$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.88M
3
+$3.85M
4
CRM icon
Salesforce
CRM
+$3.76M
5
ENB icon
Enbridge
ENB
+$3.72M

Top Sells

1
+$4.53M
2
+$4.06M
3
+$3.8M
4
STLA icon
Stellantis
STLA
+$3.71M
5
APD icon
Air Products & Chemicals
APD
+$3.71M

Sector Composition

1 Technology 31.3%
2 Industrials 17.07%
3 Financials 14.91%
4 Healthcare 12.98%
5 Energy 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.76M 5.48%
30,916
+52
2
$9.6M 5.39%
56,094
-484
3
$6.54M 3.67%
49,582
+10,442
4
$6.19M 3.47%
17,664
-850
5
$5.05M 2.83%
35,987
+329
6
$4.6M 2.58%
32,437
+4,859
7
$4.58M 2.57%
11,747
-110
8
$4.4M 2.47%
8,735
+6
9
$4.34M 2.43%
+48,314
10
$4.29M 2.41%
73,618
-489
11
$4.25M 2.38%
43,366
-59
12
$4.22M 2.37%
148,663
-204
13
$4.21M 2.36%
35,934
+7,858
14
$4.16M 2.33%
14,534
-62
15
$4.12M 2.31%
18,629
+141
16
$4.11M 2.31%
22,258
+33
17
$4.05M 2.27%
8,000
-44
18
$4.05M 2.27%
57,095
+83
19
$4.03M 2.26%
13,115
-2,268
20
$4.03M 2.26%
74,401
+874
21
$3.98M 2.23%
19,893
+5
22
$3.92M 2.2%
19,944
-87
23
$3.88M 2.18%
+55,858
24
$3.85M 2.16%
+56,554
25
$3.82M 2.15%
48,982
+87
1
2 3