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
$241M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$5.58M
3
+$5.43M
4
HII icon
Huntington Ingalls Industries
HII
+$5.19M
5
ICE icon
Intercontinental Exchange
ICE
+$5.17M

Top Sells

1
+$7.13M
2
+$5.95M
3
+$5.66M
4
AMGN icon
Amgen
AMGN
+$5.39M
5
BDX icon
Becton Dickinson
BDX
+$5.38M

Sector Composition

1 Technology 32.86%
2 Financials 20.65%
3 Industrials 13.11%
4 Communication Services 9.72%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-45,463
52
– –
-70,875
53
– –
-222,010
54
– –
-38,832
55
– –
-29,639
56
– –
-32,242
57
– –
-46,525
58
– –
-16,722
59
– –
-286,550
60
– –
-63,500
1 2
3