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
$235M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$6M
3
+$5.29M
4
TSM icon
TSMC
TSM
+$5.07M
5
RGA icon
Reinsurance Group of America
RGA
+$4.89M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$4.44M
4
WFC icon
Wells Fargo
WFC
+$4.44M
5
TDY icon
Teledyne Technologies
TDY
+$4.17M

Sector Composition

1 Technology 27.03%
2 Industrials 17.84%
3 Financials 17%
4 Healthcare 10.57%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 4.99%
27,902
-3,070
2
$9.37M 3.98%
54,623
+936
3
$9.05M 3.85%
59,455
+8,594
4
$8.02M 3.41%
44,453
+692
5
$7.65M 3.25%
18,197
+81
6
$7.64M 3.25%
+84,580
7
$6.02M 2.56%
58,461
+706
8
$6M 2.55%
+24,035
9
$5.69M 2.42%
10,244
+120
10
$5.58M 2.37%
29,233
-6,902
11
$5.43M 2.31%
26,465
+4,041
12
$5.4M 2.3%
31,664
-1,057
13
$5.34M 2.27%
41,581
-2,525
14
$5.29M 2.25%
+88,628
15
$5.28M 2.25%
38,819
+562
16
$5.27M 2.24%
57,966
+920
17
$5.07M 2.16%
58,813
-7,072
18
$5.07M 2.16%
+37,253
19
$5.02M 2.14%
22,047
-928
20
$4.98M 2.12%
131,121
-17,824
21
$4.98M 2.12%
14,024
+238
22
$4.89M 2.08%
+25,333
23
$4.88M 2.07%
+19,703
24
$4.79M 2.04%
132,346
+19,796
25
$4.79M 2.04%
16,948
-1,676
1
2 3