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
$241M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.58M
3
+$5.43M
4
HII icon
Huntington Ingalls Industries
HII
+$5.19M
5
ICE icon
Intercontinental Exchange
ICE
+$5.17M

Top Sells

1
+$7.13M
2
+$5.95M
3
+$5.66M
4
AMGN icon
Amgen
AMGN
+$5.39M
5
BDX icon
Becton Dickinson
BDX
+$5.38M

Sector Composition

1 Technology 32.86%
2 Financials 20.65%
3 Industrials 13.11%
4 Communication Services 9.72%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 5.6%
53,837
-410
2
$11.7M 4.86%
27,760
-94
3
$11.1M 4.61%
58,340
-240
4
$9.62M 4%
43,848
-265
5
$8.2M 3.41%
61,095
-200
6
$8.15M 3.39%
17,980
-96
7
$7.2M 2.99%
12,292
-82
8
$6.39M 2.66%
94,780
-695
9
$6.18M 2.57%
289,255
-1,880
10
$6.1M 2.53%
129,225
-1,275
11
$6.03M 2.51%
65,213
-400
12
$5.94M 2.47%
410,275
+20
13
$5.9M 2.45%
+10,312
14
$5.58M 2.32%
+73,602
15
$5.52M 2.29%
18,847
-75
16
$5.44M 2.26%
66,482
+1,060
17
$5.43M 2.26%
+22,445
18
$5.37M 2.23%
25,159
-100
19
$5.37M 2.23%
113,047
-19,188
20
$5.19M 2.15%
+27,439
21
$5.17M 2.15%
+34,720
22
$5.16M 2.14%
48,339
-355
23
$5.14M 2.14%
+68,540
24
$5.12M 2.13%
44,410
-115
25
$5.12M 2.12%
+19,793
1
2 3