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
$242M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.06M
3
+$4.65M
4
EMR icon
Emerson Electric
EMR
+$4.59M
5
LDOS icon
Leidos
LDOS
+$4.49M

Top Sells

1
+$5.69M
2
+$4.79M
3
+$4.78M
4
CRM icon
Salesforce
CRM
+$4.76M
5
MCD icon
McDonald's
MCD
+$4.45M

Sector Composition

1 Technology 28.53%
2 Industrials 18.12%
3 Financials 16.87%
4 Healthcare 10.48%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 5.16%
27,912
+10
2
$11.5M 4.74%
54,376
-247
3
$10.7M 4.45%
58,591
-864
4
$8.53M 3.53%
44,122
-331
5
$7.57M 3.13%
61,260
-23,320
6
$7.4M 3.06%
18,187
-10
7
$6.29M 2.6%
36,178
-1,075
8
$6.23M 2.58%
36,000
+6,767
9
$6.21M 2.57%
+12,319
10
$5.93M 2.45%
41,521
-60
11
$5.84M 2.41%
58,061
-400
12
$5.74M 2.37%
24,035
13
$5.65M 2.34%
26,444
-21
14
$5.49M 2.27%
141,419
-360
15
$5.4M 2.23%
13,994
-30
16
$5.34M 2.21%
130,614
-507
17
$5.23M 2.17%
16,754
-31
18
$5.18M 2.14%
25,258
-75
19
$5.08M 2.1%
21,946
-101
20
$5.06M 2.09%
+95,463
21
$5.03M 2.08%
9,104
+1,209
22
$5.02M 2.07%
66,892
+8,079
23
$5M 2.07%
38,676
-143
24
$4.96M 2.05%
75,843
-12,785
25
$4.94M 2.04%
31,529
-135
1
2 3