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
$139M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.08M
3
+$2.69M
4
IFFT
International Flavors & Fragrances Inc. 6.00% Tangible Equity Units
IFFT
+$2.47M
5
SSNC icon
SS&C Technologies
SSNC
+$2.22M

Top Sells

1
+$3.36M
2
+$2.61M
3
+$2.17M
4
AAPL icon
Apple
AAPL
+$234K
5
MSFT icon
Microsoft
MSFT
+$196K

Sector Composition

1 Technology 21.23%
2 Healthcare 19.94%
3 Financials 13.73%
4 Communication Services 9.28%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22K 0.02%
650
52
$20K 0.01%
218
53
$17K 0.01%
353
54
$13K 0.01%
108
55
$10K 0.01%
440
56
$10K 0.01%
353
57
$8K 0.01%
56
58
$4K ﹤0.01%
348
59
$2K ﹤0.01%
100
60
$1K ﹤0.01%
20
61
– –
-67,265
62
– –
-29,265
63
– –
-63,524
1 2
3