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

Top Buys

1
+$5.33M
2
+$4.94M
3
+$4.69M
4
SBUX icon
Starbucks
SBUX
+$4.59M
5
T icon
AT&T
T
+$4.57M

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%
353
53
$21K 0.01%
100
54
$20K 0.01%
353
55
$9K ﹤0.01%
56
56
$5K ﹤0.01%
150
57
$5K ﹤0.01%
100
58
– –
-15,132
59
– –
-4,880
60
– –
-101,370
61
– –
-62,765
62
– –
-22,163
63
– –
-33,747
64
– –
-14,809
65
– –
-10,578
66
– –
-12,879
67
– –
-24,580
68
– –
-42,518
69
– –
-11,653
70
– –
-15,298
71
– –
-76,949
72
– –
-66,045
73
– –
-275,785
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