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
$180M
AUM Growth
+$5.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.99M
3
+$3.86M
4
EQH icon
Equitable Holdings
EQH
+$3.77M
5
KVUE icon
Kenvue
KVUE
+$3.74M

Top Sells

1
+$4.35M
2
+$4.26M
3
+$3.96M
4
A icon
Agilent Technologies
A
+$3.73M
5
MRNA icon
Moderna
MRNA
+$3.12M

Sector Composition

1 Technology 30.7%
2 Industrials 17.81%
3 Healthcare 13.03%
4 Financials 10.64%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-50,912
52
– –
-20,299
53
– –
-35,031
54
– –
-24,107
55
– –
-39,036
56
– –
-50,300
57
– –
-24,104
1 2
3