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
$156M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$4.1M
3
+$3.48M
4
AEPPZ
American Electric Power Company, Inc. Corporate Units
AEPPZ
+$3.28M
5
INTC icon
Intel
INTC
+$3.18M

Top Sells

1
+$3.22M
2
+$3.21M
3
+$3.04M
4
TJX icon
TJX Companies
TJX
+$2.98M
5
SYK icon
Stryker
SYK
+$2.73M

Sector Composition

1 Technology 24.38%
2 Healthcare 23.06%
3 Financials 10.49%
4 Consumer Discretionary 8.15%
5 Communication Services 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
20
52
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53
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54
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-13,750
55
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-353
56
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-32,288
57
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58
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-8,295
59
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-41,330
60
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61
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-15,160
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3