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
$129M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.49M
3
+$3.35M
4
NVS icon
Novartis
NVS
+$3.26M
5
KLAC icon
KLA
KLAC
+$3.08M

Top Sells

1
+$3.28M
2
+$3.1M
3
+$2.97M
4
WBA
Walgreens Boots Alliance
WBA
+$2.83M
5
GG
Goldcorp Inc
GG
+$2.8M

Sector Composition

1 Healthcare 20.41%
2 Financials 13.94%
3 Technology 13.09%
4 Communication Services 11.83%
5 Consumer Discretionary 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28K 0.02%
120
52
$28K 0.02%
650
53
$23K 0.02%
877
54
$21K 0.02%
188
55
$19K 0.01%
218
56
$13K 0.01%
102
57
$13K 0.01%
108
58
$10K 0.01%
440
59
$8K 0.01%
56
60
$5K ﹤0.01%
27
61
$4K ﹤0.01%
348
62
$1K ﹤0.01%
100
63
– –
-108,850
64
– –
-65,769
65
– –
-19,310
66
– –
-21,995
67
– –
-72,300
68
– –
-19,467
69
– –
-52,310
70
– –
-24,175
71
– –
-41,495
72
– –
-285,700
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