BIMC
Benson Investment Management Company Portfolio holdings
AUM
$264M
This Quarter Return
+4.54%
1 Year Return
+18.22%
3 Year Return
+78.14%
5 Year Return
+128.47%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+11%)
Cap. Flow
+$5.98M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
26.62%
Holding
97
New
9
Increased
27
Reduced
9
Closed
41
Top Buys
| 1 |
GG
Goldcorp Inc
GG
|
$2.72M |
| 2 |
CVS Health
CVS
|
$2.68M |
| 3 |
TWX
Time Warner Inc
TWX
|
$2.62M |
| 4 |
Alerian MLP ETF
AMLP
|
$2.53M |
| 5 |
Kraft Heinz
KHC
|
$2.5M |
Top Sells
| 1 |
General Motors
GM
|
$2.72M |
| 2 |
American International
AIG
|
$2.4M |
| 3 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$2.35M |
| 4 |
Occidental Petroleum
OXY
|
$2.14M |
| 5 |
NXP Semiconductors
NXPI
|
$2.14M |
Sector Composition
| 1 | Technology | 15.37% |
| 2 | Healthcare | 14.66% |
| 3 | Communication Services | 13.87% |
| 4 | Consumer Discretionary | 11.37% |
| 5 | Financials | 10.57% |
