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
$142M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.45M
3
+$3.43M
4
WELL icon
Welltower
WELL
+$2.81M
5
GRMN icon
Garmin
GRMN
+$2.09M

Top Sells

1
+$4.29M
2
+$4.21M
3
+$3.92M
4
MDT icon
Medtronic
MDT
+$3.43M
5
MU icon
Micron Technology
MU
+$3.28M

Sector Composition

1 Technology 25.48%
2 Financials 17.32%
3 Healthcare 11.43%
4 Communication Services 10.83%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16K 0.01%
353
52
$16K 0.01%
100
53
$9K 0.01%
56
54
$1K ﹤0.01%
100
55
– –
-18,430
56
– –
-160,889
57
– –
-1,649
58
– –
-38,214
59
– –
-56,696
60
– –
-59,616
61
– –
-98,968
62
– –
-2,340
63
– –
-29,928
64
– –
-10,611
1 2
3