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
$124M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.11M
3
+$3.03M
4
CMCSA icon
Comcast
CMCSA
+$2.94M
5
X
US Steel
X
+$2.81M

Top Sells

1
+$3.39M
2
+$3.13M
3
+$3.03M
4
DAL icon
Delta Air Lines
DAL
+$2.83M
5
AVGO icon
Broadcom
AVGO
+$2.65M

Sector Composition

1 Technology 19.37%
2 Consumer Discretionary 17.64%
3 Healthcare 13.26%
4 Communication Services 12.1%
5 Financials 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$114K 0.09%
+1,042
52
$107K 0.09%
+2,060
53
$95K 0.08%
+700
54
$94K 0.08%
+2,340
55
$87K 0.07%
1,165
-1,511
56
$81K 0.07%
+1,649
57
$74K 0.06%
1,147
-1,173
58
$57K 0.05%
+1,384
59
$42K 0.03%
+650
60
$36K 0.03%
+261
61
$35K 0.03%
+1,054
62
$34K 0.03%
+493
63
$31K 0.03%
+877
64
$30K 0.02%
+440
65
$23K 0.02%
+4,000
66
$21K 0.02%
+120
67
$19K 0.02%
+188
68
$18K 0.01%
+218
69
$13K 0.01%
+159
70
$12K 0.01%
+108
71
$11K 0.01%
+128
72
$10K 0.01%
+102
73
$8K 0.01%
+56
74
$7K 0.01%
+27
75
$5K ﹤0.01%
+33
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3
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