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
$164M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.9M
3
+$3.77M
4
GIS icon
General Mills
GIS
+$3.61M
5
T icon
AT&T
T
+$3.47M

Top Sells

1
+$4.49M
2
+$4.41M
3
+$4M
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
– –
-12,780
53
– –
-2,685
54
– –
-46,315
55
– –
-55,150
56
– –
-44,320
57
– –
-61,105
58
– –
-11,500
59
– –
-40,725
60
– –
-2,343
61
– –
-870
1 2
3