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
$230M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$6.3M
3
+$5.55M
4
MRK icon
Merck
MRK
+$5.54M
5
NVO icon
Novo Nordisk
NVO
+$5.37M

Top Sells

1
+$6.39M
2
+$6.03M
3
+$5.52M
4
HII icon
Huntington Ingalls Industries
HII
+$5.19M
5
LDOS icon
Leidos
LDOS
+$4.74M

Sector Composition

1 Technology 31.14%
2 Financials 24.64%
3 Healthcare 10.16%
4 Industrials 9.82%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-27,756
52
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-9,483
53
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-17,085
54
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-27,439
55
– –
-36,512
56
– –
-32,928
57
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-49,640
58
– –
-33,360
59
– –
-94,780
60
– –
-26,496
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3