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
$264M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.59M
3
+$5.32M
4
TDY icon
Teledyne Technologies
TDY
+$5.28M
5
ASML icon
ASML
ASML
+$5.03M

Top Sells

1
+$6.77M
2
+$5.5M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$4.74M
5
CMCSA icon
Comcast
CMCSA
+$4.63M

Sector Composition

1 Technology 37.22%
2 Financials 25.18%
3 Industrials 10.84%
4 Communication Services 7.43%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.19M 1.97%
46,005
-1,528
27
$5.05M 1.91%
24,599
-23,483
28
$5.02M 1.9%
32,178
-75
29
$4.98M 1.89%
25,106
-3
30
$4.95M 1.87%
50,099
-16,942
31
$4.9M 1.86%
59,233
-50
32
$4.88M 1.85%
70,305
+7,865
33
$4.68M 1.78%
59,175
-185
34
$4.65M 1.76%
227,291
+650
35
$4.44M 1.68%
+63,482
36
$4.38M 1.66%
+78,135
37
$4.34M 1.64%
+31,535
38
$4.08M 1.55%
+52,342
39
$3.96M 1.5%
54,615
-100
40
$3.95M 1.5%
71,553
+1,960
41
$3.67M 1.39%
+36,238
42
$3.36M 1.27%
+107,310
43
$3.28M 1.24%
+75,245
44
$2.64M 1%
+60,073
45
$1.46M 0.55%
2
46
$1.44M 0.54%
4,950
47
$1.1M 0.42%
940
+505
48
$455K 0.17%
+13,164
49
$440K 0.17%
712
+340
50
$363K 0.14%
2,060
1
2
3