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
$145M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.58M
3
+$3.42M
4
BKH icon
Black Hills Corp
BKH
+$3.32M
5
NEE.PRP
NextEra Energy, Inc. 5.279% Corporate Units
NEE.PRP
+$3.01M

Top Sells

1
+$4.03M
2
+$3.57M
3
+$3.19M
4
UPS icon
United Parcel Service
UPS
+$2.97M
5
T icon
AT&T
T
+$2.83M

Sector Composition

1 Technology 25.9%
2 Healthcare 24.52%
3 Consumer Discretionary 12.5%
4 Financials 10.63%
5 Communication Services 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9K 0.01%
353
52
$6K ﹤0.01%
56
53
$4K ﹤0.01%
348
54
$2K ﹤0.01%
100
55
$1K ﹤0.01%
20
56
– –
-37,000
57
– –
-89,050
58
– –
-128,461
59
– –
-66,810
60
– –
-31,795
61
– –
-54,310
1 2
3