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
$121M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.16M
3
+$2.55M
4
OKE icon
Oneok
OKE
+$2.42M
5
DAL icon
Delta Air Lines
DAL
+$2.41M

Top Sells

1
+$2.28M
2
+$2.25M
3
+$2.19M
4
AGN
Allergan plc
AGN
+$2.14M
5
GT icon
Goodyear
GT
+$1.99M

Sector Composition

1 Technology 19.59%
2 Communication Services 13.86%
3 Financials 12.95%
4 Healthcare 12.86%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$337K 0.28%
19,369
52
$278K 0.23%
5,700
53
$269K 0.22%
2,320
-15,633
54
$257K 0.21%
2,343
55
$219K 0.18%
2,676
56
$159K 0.13%
1,744
57
$127K 0.1%
2,065
58
$125K 0.1%
3,341
59
$117K 0.1%
2,340
60
$110K 0.09%
1,042
61
$91K 0.08%
700
62
$84K 0.07%
1,649
63
$51K 0.04%
1,384
64
$45K 0.04%
650
65
$36K 0.03%
1,054
66
$35K 0.03%
493
67
$35K 0.03%
261
68
$34K 0.03%
440
69
$34K 0.03%
426
70
$30K 0.02%
877
71
$19K 0.02%
218
72
$19K 0.02%
128
73
$18K 0.01%
188
74
$18K 0.01%
4,000
75
$17K 0.01%
120
1 2
3
4