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
$264M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.59M
3
+$5.32M
4
TDY icon
Teledyne Technologies
TDY
+$5.28M
5
ASML icon
ASML
ASML
+$5.03M

Top Sells

1
+$6.77M
2
+$5.5M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$4.74M
5
CMCSA icon
Comcast
CMCSA
+$4.63M

Sector Composition

1 Technology 37.22%
2 Financials 25.18%
3 Industrials 10.84%
4 Communication Services 7.43%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$262K 0.1%
1,644
52
$232K 0.09%
+408
53
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-8,164
54
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-62,476
55
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-31,517
56
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-125,558
57
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-89,420
58
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-66,935
59
– –
-65,019
60
– –
-993
61
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-355,750
62
– –
-62,410
63
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-19,563
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3