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
$125M
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$3.51M
3
+$3.45M
4
SYK icon
Stryker
SYK
+$2.94M
5
LDOS icon
Leidos
LDOS
+$2.86M

Top Sells

1
+$3.93M
2
+$3.85M
3
+$3.62M
4
HON icon
Honeywell
HON
+$3.41M
5
DAL icon
Delta Air Lines
DAL
+$3.16M

Sector Composition

1 Healthcare 28.55%
2 Technology 21.63%
3 Consumer Discretionary 11.75%
4 Communication Services 10.93%
5 Financials 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6K ﹤0.01%
56
52
$4K ﹤0.01%
348
53
$1K ﹤0.01%
20
54
$1K ﹤0.01%
100
55
– –
-11,125
56
– –
-17,985
57
– –
-965
58
– –
-15,000
59
– –
-70,195
60
– –
-108
61
– –
-54,060
62
– –
-19,270
63
– –
-650
1 2
3