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
$242M
AUM Growth
+$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$5.02M
3
+$4.6M
4
GPC icon
Genuine Parts
GPC
+$4.55M
5
ACM icon
Aecom
ACM
+$4.44M

Top Sells

1
+$5.69M
2
+$4.79M
3
+$4.78M
4
CRM icon
Salesforce
CRM
+$4.76M
5
MCD icon
McDonald's
MCD
+$4.45M

Sector Composition

1 Technology 28.53%
2 Industrials 18.12%
3 Financials 16.87%
4 Healthcare 10.48%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-152,995
52
– –
-15,774
53
– –
-26,236
54
– –
-10,244
55
– –
-17,024
56
– –
-34,063
57
– –
-34,432
58
– –
-57,684
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