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

Top Buys

1
+$5.45M
2
+$5.38M
3
+$5.33M
4
ZTS icon
Zoetis
ZTS
+$5.31M
5
BK icon
Bank of New York Mellon
BK
+$5.26M

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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-49,640
52
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-32,928
53
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-36,512
54
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-27,439
55
– –
-17,085
56
– –
-9,483
57
– –
-65,213
58
– –
-27,756
59
– –
-18,847
60
– –
-26,496
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