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
$196M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.66M
3
+$4.1M
4
VLO icon
Valero Energy
VLO
+$3.98M
5
CMI icon
Cummins
CMI
+$3.71M

Top Sells

1
+$4.77M
2
+$3.87M
3
+$3.77M
4
T icon
AT&T
T
+$3.64M
5
MRK icon
Merck
MRK
+$3.43M

Sector Composition

1 Technology 26.31%
2 Industrials 15.15%
3 Consumer Discretionary 14.77%
4 Healthcare 13.73%
5 Financials 13.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$145K 0.07%
660
52
$123K 0.06%
2,340
53
$101K 0.05%
1,384
54
$97K 0.05%
+1,240
55
$82K 0.04%
1,649
56
$39K 0.02%
1,000
57
$30K 0.02%
877
58
$27K 0.01%
+844
59
$22K 0.01%
353
60
$8K ﹤0.01%
56
61
$7K ﹤0.01%
100
62
– –
-61,488
63
– –
-46,619
64
– –
-78,975
65
– –
-159,100
66
– –
-105,387
1 2
3