BIMC

Benson Investment Management Company Portfolio holdings

AUM $286M
1-Year Est. Return 24.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.11M
3
+$3.03M
4
CMCSA icon
Comcast
CMCSA
+$2.94M
5
X
US Steel
X
+$2.81M

Top Sells

1
+$3.39M
2
+$3.13M
3
+$3.03M
4
DAL icon
Delta Air Lines
DAL
+$2.83M
5
AVGO icon
Broadcom
AVGO
+$2.65M

Sector Composition

1 Technology 19.37%
2 Consumer Discretionary 17.64%
3 Healthcare 13.26%
4 Communication Services 12.1%
5 Financials 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 2.09%
+58,865
27
$2.56M 2.08%
49,358
+514
28
$2.54M 2.06%
19,160
-21
29
$2.51M 2.03%
25,130
-25
30
$2.51M 2.03%
+71,305
31
$2.51M 2.03%
57,935
+480
32
$2.36M 1.91%
43,839
+83
33
$2.35M 1.9%
+12,620
34
$2.31M 1.87%
16,870
+100
35
$2.29M 1.86%
36,885
-40
36
$2.27M 1.84%
22,617
+695
37
$2.19M 1.77%
1,695
+140
38
$2.05M 1.66%
33,800
39
$2.04M 1.65%
13,290
+330
40
$2.01M 1.63%
75,735
-290
41
$1.95M 1.58%
53,795
+235
42
$1.87M 1.51%
34,035
+950
43
$1.83M 1.48%
41,402
-22
44
$687K 0.56%
5,740
45
$452K 0.37%
15,076
46
$334K 0.27%
19,369
47
$246K 0.2%
2,343
48
$138K 0.11%
+1,744
49
$133K 0.11%
+2,065
50
$122K 0.1%
+3,341
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