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
$195M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.36M
3
+$4.24M
4
CRH icon
CRH
CRH
+$3.98M
5
SJM icon
J.M. Smucker
SJM
+$3.92M

Top Sells

1
+$4.16M
2
+$4.03M
3
+$3.98M
4
IQV icon
IQVIA
IQV
+$3.92M
5
AEM icon
Agnico Eagle Mines
AEM
+$3.73M

Sector Composition

1 Technology 28.46%
2 Financials 18.33%
3 Industrials 15.22%
4 Healthcare 9.15%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-134,607
52
– –
-19,893
53
– –
-85,667
54
– –
-25,560
55
– –
-284,770
1 2
3