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
$101M
AUM Growth
+$672K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.29M
3
+$2.28M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.24M
5
DVN icon
Devon Energy
DVN
+$2.17M

Top Sells

1
+$2.33M
2
+$2.3M
3
+$2.12M
4
CI icon
Cigna
CI
+$2.05M
5
TDG icon
TransDigm Group
TDG
+$2.01M

Sector Composition

1 Financials 16.23%
2 Healthcare 16.05%
3 Technology 12.54%
4 Communication Services 12.23%
5 Consumer Discretionary 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K 0.01%
159
77
$10K 0.01%
102
78
$9K 0.01%
36
79
$8K 0.01%
82
80
$8K 0.01%
111
81
$7K 0.01%
56
82
$6K 0.01%
27
83
$4K ﹤0.01%
33
84
$4K ﹤0.01%
26
85
$4K ﹤0.01%
94
86
$4K ﹤0.01%
73
87
$3K ﹤0.01%
33
88
$2K ﹤0.01%
+100
89
$1K ﹤0.01%
+11
90
$1K ﹤0.01%
+11
91
$1K ﹤0.01%
+14
92
– –
-15,360
93
– –
-43,675
94
– –
-171,420
95
– –
-14,775
96
– –
-87,970
97
– –
-36,128
98
– –
-32,524
99
– –
-1,188
100
– –
-26,575
1 2 3
4
5