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
$171M
AUM Growth
+$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.56M
3
+$3.43M
4
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
+$3.42M
5
TFC icon
Truist Financial
TFC
+$3.35M

Top Sells

1
+$3.7M
2
+$3.69M
3
+$3.48M
4
O icon
Realty Income
O
+$3.43M
5
TECK icon
Teck Resources
TECK
+$3.01M

Sector Composition

1 Technology 29.33%
2 Healthcare 17.75%
3 Financials 11.59%
4 Industrials 10.39%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23K 0.01%
353
52
$8K ﹤0.01%
56
53
$5K ﹤0.01%
100
54
$1K ﹤0.01%
20
55
– –
-42,045
56
– –
-56,931
57
– –
-165,775
58
– –
-68,715
59
– –
-72,736
1 2
3