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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.46M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.81M
5
MSFT icon
Microsoft
MSFT
+$2.67M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.39%
2 Technology 13.96%
3 Financials 13.48%
4 Consumer Discretionary 12.96%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.01%
+120
77
$11K 0.01%
+159
78
$11K 0.01%
+1,188
79
$9K 0.01%
+102
80
$8K 0.01%
+111
81
$8K 0.01%
+36
82
$7K 0.01%
+82
83
$7K 0.01%
+56
84
$6K 0.01%
+27
85
$4K ﹤0.01%
+33
86
$4K ﹤0.01%
+26
87
$4K ﹤0.01%
+94
88
$4K ﹤0.01%
+73
89
$3K ﹤0.01%
+33
1 2 3
4