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
$160M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.59M
3
+$4.52M
4
BAC icon
Bank of America
BAC
+$4.45M
5
MU icon
Micron Technology
MU
+$4.05M

Top Sells

1
+$5.8M
2
+$4.68M
3
+$4.52M
4
ABT icon
Abbott
ABT
+$4.07M
5
AMAT icon
Applied Materials
AMAT
+$3.91M

Sector Composition

1 Technology 27.11%
2 Financials 15.39%
3 Healthcare 13.02%
4 Consumer Discretionary 11.89%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$80K 0.05%
+456
52
$40K 0.02%
419
+312
53
$29K 0.02%
877
54
$20K 0.01%
844
55
$18K 0.01%
353
56
$14K 0.01%
100
57
$9K 0.01%
56
58
$1K ﹤0.01%
100
59
– –
-34,355
60
– –
-22,144
61
– –
-29,693
62
– –
-83,895
63
– –
-15,525
64
– –
-46,355
65
– –
-19,640
66
– –
-150
67
– –
-49,965
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3