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
$155M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.53M
3
+$3.53M
4
TSM icon
TSMC
TSM
+$3.52M
5
SBUX icon
Starbucks
SBUX
+$3.46M

Top Sells

1
+$3.89M
2
+$3.28M
3
+$3.13M
4
D icon
Dominion Energy
D
+$3.08M
5
GM icon
General Motors
GM
+$2.97M

Sector Composition

1 Healthcare 26.88%
2 Technology 21.57%
3 Financials 13.95%
4 Industrials 10.7%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20K 0.01%
218
52
$19K 0.01%
353
53
$13K 0.01%
108
54
$10K 0.01%
353
55
$8K 0.01%
56
56
$4K ﹤0.01%
348
57
$2K ﹤0.01%
20
58
$2K ﹤0.01%
100
59
– –
-52,600
60
– –
-19,030
61
– –
-2,087
62
– –
-58,815
63
– –
-37,965
64
– –
-79,945
65
– –
-440
66
– –
-89,150
67
– –
-79,230
68
– –
-158,975
69
– –
-43,045
70
– –
-64,895
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