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
$195M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$4.62M
3
+$4.56M
4
CRH icon
CRH
CRH
+$4.56M
5
PWR icon
Quanta Services
PWR
+$4.23M

Top Sells

1
+$4.16M
2
+$4.03M
3
+$3.98M
4
IQV icon
IQVIA
IQV
+$3.92M
5
AEM icon
Agnico Eagle Mines
AEM
+$3.73M

Sector Composition

1 Technology 28.46%
2 Financials 18.33%
3 Industrials 15.22%
4 Healthcare 9.15%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 5.96%
30,972
+56
2
$10.3M 5.29%
53,687
-2,407
3
$7.17M 3.67%
50,861
+1,279
4
$6.65M 3.4%
43,761
+31,761
5
$6.46M 3.31%
18,116
+452
6
$5.91M 3.02%
36,135
+148
7
$5.31M 2.72%
35,996
+62
8
$4.96M 2.54%
148,945
+282
9
$4.88M 2.5%
18,541
+15
10
$4.84M 2.47%
18,624
-5
11
$4.7M 2.41%
22,424
+166
12
$4.66M 2.39%
10,124
-1,623
13
$4.64M 2.37%
57,755
+660
14
$4.63M 2.37%
8,789
+54
15
$4.62M 2.37%
76,661
+2,260
16
$4.62M 2.36%
+15,569
17
$4.61M 2.36%
57,270
+1,412
18
$4.56M 2.34%
38,257
-5,109
19
$4.56M 2.33%
+44,106
20
$4.56M 2.33%
+65,885
21
$4.52M 2.31%
48,518
+204
22
$4.44M 2.27%
49,280
+298
23
$4.44M 2.27%
90,109
+546
24
$4.41M 2.26%
57,046
+492
25
$4.32M 2.21%
13,786
+135
1
2 3