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
$118M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.82M
3
+$2.8M
4
CMCSA icon
Comcast
CMCSA
+$2.66M
5
VLO icon
Valero Energy
VLO
+$2.54M

Top Sells

1
+$3.22M
2
+$2.67M
3
+$2.6M
4
DHI icon
D.R. Horton
DHI
+$2.52M
5
TOL icon
Toll Brothers
TOL
+$2.51M

Sector Composition

1 Financials 18.36%
2 Technology 14.05%
3 Industrials 13.86%
4 Healthcare 12.91%
5 Communication Services 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$44K 0.04%
1,054
52
$23K 0.02%
650
53
$23K 0.02%
120
54
$19K 0.02%
877
55
$18K 0.02%
188
56
$18K 0.02%
218
57
$12K 0.01%
108
58
$10K 0.01%
102
59
$8K 0.01%
+440
60
$7K 0.01%
56
61
$5K ﹤0.01%
27
62
$3K ﹤0.01%
348
63
$1K ﹤0.01%
100
64
– –
-26,325
65
– –
-76,060
66
– –
-25,690
67
– –
-159
68
– –
-30,420
69
– –
-14,740
70
– –
-59,710
71
– –
-33
72
– –
-23,323
73
– –
-59,650
74
– –
-72,463
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