BIMC

Benson Investment Management Company Portfolio holdings

AUM $11.3M
1-Year Est. Return 27.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.41%
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
+$5.93M
2
+$5.75M
3
+$5.55M
4
GLD icon
SPDR Gold Trust
GLD
+$5.52M
5
SSNC icon
SS&C Technologies
SSNC
+$5.51M

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
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-22,315
52
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53
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-45,463
54
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-29,639
55
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-32,242
56
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-286,550
57
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-63,500
58
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-70,875
59
– –
-222,010
60
– –
-38,832
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