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
$134M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.71M
3
+$2.68M
4
KHC icon
Kraft Heinz
KHC
+$2.53M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.51M

Top Sells

1
+$2.72M
2
+$2.4M
3
+$2.35M
4
OXY icon
Occidental Petroleum
OXY
+$2.14M
5
NXPI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$445K 0.33%
15,076
52
$389K 0.29%
9,720
53
$340K 0.25%
19,369
54
$263K 0.2%
2,343
55
$224K 0.17%
2,676
56
$194K 0.14%
2,320
57
– –
-67,470
58
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-1,054
59
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-1,744
60
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61
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62
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63
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64
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-493
65
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66
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-82
67
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68
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69
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-440
70
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71
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72
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73
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74
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75
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-105,245
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