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
$127M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$3.24M
3
+$3.23M
4
D icon
Dominion Energy
D
+$3.07M
5
MCD icon
McDonald's
MCD
+$2.8M

Top Sells

1
+$2.75M
2
+$2.72M
3
+$2.63M
4
X
US Steel
X
+$2.51M
5
CB icon
Chubb
CB
+$2.31M

Sector Composition

1 Technology 20.41%
2 Communication Services 13.42%
3 Consumer Discretionary 13.2%
4 Healthcare 13.05%
5 Financials 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$94K 0.07%
2,340
52
$83K 0.07%
1,649
53
$58K 0.05%
1,384
54
$44K 0.03%
650
55
$36K 0.03%
261
56
$36K 0.03%
1,054
57
$34K 0.03%
493
58
$32K 0.03%
877
59
$24K 0.02%
120
60
$19K 0.01%
188
61
$18K 0.01%
218
62
$14K 0.01%
108
63
$13K 0.01%
159
64
$10K 0.01%
102
65
$10K 0.01%
128
66
$7K 0.01%
56
67
$6K ﹤0.01%
27
68
$5K ﹤0.01%
33
69
$4K ﹤0.01%
348
70
$1K ﹤0.01%
100
71
– –
-41,402
72
– –
-16,870
73
– –
-86,565
74
– –
-1,147
75
– –
-75,735
1 2
3
4