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

Top Buys

1
+$3.36M
2
+$3.15M
3
+$2.89M
4
NVS icon
Novartis
NVS
+$301K
5
MDT icon
Medtronic
MDT
+$275K

Top Sells

1
+$2.9M
2
+$2.57M
3
+$2.21M
4
HHH icon
Howard Hughes
HHH
+$2.04M
5
V icon
Visa
V
+$167K

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
– –
-14,120
60
– –
-1,042
61
– –
-34,150
62
– –
-188
63
– –
-120
64
– –
-102
65
– –
-526
66
– –
-27
67
– –
-19,448
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