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
$133M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.87M
3
+$2.79M
4
NVS icon
Novartis
NVS
+$279K
5
MDT icon
Medtronic
MDT
+$257K

Top Sells

1
+$2.96M
2
+$2.9M
3
+$2.57M
4
HHH icon
Howard Hughes
HHH
+$2.04M
5
V icon
Visa
V
+$157K

Sector Composition

1 Healthcare 20.57%
2 Technology 17.64%
3 Communication Services 12.26%
4 Financials 12.21%
5 Consumer Discretionary 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17K 0.01%
+353
52
$13K 0.01%
108
53
$10K 0.01%
+353
54
$10K 0.01%
440
55
$8K 0.01%
56
56
$4K ﹤0.01%
348
57
$1K ﹤0.01%
20
-44,263
58
$1K ﹤0.01%
100
59
– –
-102
60
– –
-1,257
61
– –
-27
62
– –
-19,448
63
– –
-120
64
– –
-188
65
– –
-34,150
66
– –
-1,042
67
– –
-14,120
1 2
3