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
$235M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$5.87M
3
+$4.91M
4
BDX icon
Becton Dickinson
BDX
+$4.72M
5
FOXA icon
Fox Class A
FOXA
+$4.65M

Top Sells

1
+$4.63M
2
+$4.62M
3
+$4.44M
4
WFC icon
Wells Fargo
WFC
+$4.44M
5
TDY icon
Teledyne Technologies
TDY
+$4.17M

Sector Composition

1 Technology 27.03%
2 Industrials 17.84%
3 Financials 17%
4 Healthcare 10.57%
5 Consumer Discretionary 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-49,280
52
– –
-76,661
53
– –
-22,102
54
– –
-74,873
55
– –
-9,349
56
– –
-8,789
57
– –
-90,109
1 2
3