BIMC

Benson Investment Management Company Portfolio holdings

AUM $11.3M
1-Year Est. Return 27.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.64M
3
+$3.52M
4
T icon
AT&T
T
+$3.45M
5
MRVL icon
Marvell Technology
MRVL
+$3.44M

Top Sells

1
+$4.37M
2
+$4M
3
+$3.95M
4
APD icon
Air Products & Chemicals
APD
+$3.81M
5
BAX icon
Baxter International
BAX
+$3.73M

Sector Composition

1 Technology 29.84%
2 Healthcare 16.45%
3 Financials 11.47%
4 Consumer Discretionary 10.06%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
20
52
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-12,780
53
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-2,685
54
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-46,315
55
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-55,150
56
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-44,320
57
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-61,105
58
– –
-11,500
59
– –
-40,725
60
– –
-2,343
61
– –
-870
1 2
3