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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.46M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.81M
5
MSFT icon
Microsoft
MSFT
+$2.67M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.39%
2 Technology 13.96%
3 Financials 13.48%
4 Consumer Discretionary 12.96%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$242K 0.24%
+2,676
52
$226K 0.22%
+5,700
53
$203K 0.2%
+2,343
54
$147K 0.15%
+1,744
55
$119K 0.12%
+2,065
56
$113K 0.11%
+3,341
57
$102K 0.1%
+1,500
58
$101K 0.1%
+1,042
59
$95K 0.09%
+2,340
60
$81K 0.08%
+700
61
$79K 0.08%
+1,649
62
$68K 0.07%
+660
63
$55K 0.05%
+650
64
$41K 0.04%
+1,384
65
$37K 0.04%
+500
66
$34K 0.03%
+440
67
$32K 0.03%
+1,054
68
$31K 0.03%
+493
69
$30K 0.03%
+426
70
$29K 0.03%
+261
71
$26K 0.03%
+877
72
$19K 0.02%
+218
73
$16K 0.02%
+118
74
$15K 0.01%
+128
75
$13K 0.01%
+108
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3
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