BIMC

Benson Investment Management Company Portfolio holdings

AUM $11.3M
1-Year Est. Return 27.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.41%
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
+$5.93M
2
+$5.75M
3
+$5.55M
4
GLD icon
SPDR Gold Trust
GLD
+$5.52M
5
SSNC icon
SS&C Technologies
SSNC
+$5.51M

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
26
$5.09M 2.12%
+43,910
27
$5.07M 2.11%
64,886
-280
28
$5.07M 2.11%
46,324
+34
29
$4.83M 2.01%
+67,025
30
$4.74M 1.97%
32,928
-205
31
$4.71M 1.96%
+26,496
32
$4.7M 1.95%
125,173
-130
33
$4.5M 1.87%
17,085
+513
34
$4.5M 1.87%
36,512
-130
35
$4.49M 1.87%
21,360
-40
36
$4.24M 1.76%
8,149
+53
37
$4.18M 1.74%
+49,640
38
$3.91M 1.63%
33,360
+207
39
$3.63M 1.51%
27,756
-110
40
$3.5M 1.45%
9,483
-43
41
$1.36M 0.57%
2
42
$1.19M 0.49%
4,950
43
$526K 0.22%
1,028
+24
44
$390K 0.16%
2,060
45
$276K 0.11%
1,644
46
$218K 0.09%
372
+15
47
– –
-16,722
48
– –
-46,525
49
– –
-21,932
50
– –
-61,275
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2
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