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
$200M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$5.02M
3
+$4.49M
4
PFE icon
Pfizer
PFE
+$4.32M
5
AXS icon
AXIS Capital
AXS
+$4.17M

Top Sells

1
+$5.48M
2
+$4.74M
3
+$4.59M
4
Y
Alleghany Corp
Y
+$4.37M
5
VOD icon
Vodafone
VOD
+$4.21M

Sector Composition

1 Technology 29.32%
2 Healthcare 14.08%
3 Financials 12.54%
4 Consumer Discretionary 10.43%
5 Communication Services 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$48K 0.02%
107
52
$33K 0.02%
877
53
$26K 0.01%
844
54
$22K 0.01%
353
55
$18K 0.01%
100
56
$10K 0.01%
56
57
$4K ﹤0.01%
100
58
$4K ﹤0.01%
150
59
– –
-12,746
60
– –
-39,247
61
– –
-39,380
62
– –
-84,490
63
– –
-282,350
64
– –
-88,742
65
– –
-6,552
1 2
3