BIMC
Benson Investment Management Company Portfolio holdings
AUM
$264M
This Quarter Return
+5.48%
1 Year Return
+18.22%
3 Year Return
+78.14%
5 Year Return
+128.47%
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+9.5%)
Cap. Flow
+$5.46M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
27.24%
Holding
100
New
10
Increased
26
Reduced
8
Closed
12
Top Buys
| 1 |
AT&T
T
|
$3.21M |
| 2 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$3.16M |
| 3 |
Union Pacific
UNP
|
$2.55M |
| 4 |
Oneok
OKE
|
$2.42M |
| 5 |
Delta Air Lines
DAL
|
$2.41M |
Top Sells
| 1 |
HCA Healthcare
HCA
|
$2.28M |
| 2 |
Emerson Electric
EMR
|
$2.25M |
| 3 |
Mondelez International
MDLZ
|
$2.19M |
| 4 |
AGN
Allergan plc
AGN
|
$2.14M |
| 5 |
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% |
