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

Top Buys

1
+$3.86M
2
+$3.83M
3
+$3.79M
4
QCOM icon
Qualcomm
QCOM
+$3.75M
5
TJX icon
TJX Companies
TJX
+$3.55M

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
– –
-2,087
60
– –
-58,815
61
– –
-37,965
62
– –
-79,945
63
– –
-440
64
– –
-89,150
65
– –
-79,230
66
– –
-158,975
67
– –
-43,045
68
– –
-64,895
69
– –
-52,600
70
– –
-19,030
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