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
$206M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$4.59M
3
+$4.55M
4
NXST icon
Nexstar Media Group
NXST
+$4.53M
5
APD icon
Air Products & Chemicals
APD
+$4.53M

Top Sells

1
+$5.03M
2
+$4.63M
3
+$4.3M
4
AQN icon
Algonquin Power & Utilities
AQN
+$4.04M
5
DE icon
Deere & Co
DE
+$3.9M

Sector Composition

1 Technology 33.99%
2 Consumer Discretionary 13.84%
3 Healthcare 12.35%
4 Communication Services 11.08%
5 Financials 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36K 0.02%
877
52
$29K 0.01%
844
53
$21K 0.01%
100
54
$20K 0.01%
353
55
$9K ﹤0.01%
56
56
$5K ﹤0.01%
100
57
$5K ﹤0.01%
150
58
– –
-15,298
59
– –
-11,653
60
– –
-12,879
61
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-10,578
62
– –
-275,785
63
– –
-66,045
64
– –
-76,949
65
– –
-42,518
66
– –
-24,580
67
– –
-14,809
68
– –
-33,747
69
– –
-22,163
70
– –
-62,765
71
– –
-101,370
72
– –
-4,880
73
– –
-15,132
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3