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
$121M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$3.16M
3
+$2.55M
4
OKE icon
Oneok
OKE
+$2.42M
5
DAL icon
Delta Air Lines
DAL
+$2.41M

Top Sells

1
+$2.28M
2
+$2.25M
3
+$2.19M
4
AGN
Allergan plc
AGN
+$2.14M
5
GT icon
Goodyear
GT
+$1.99M

Sector Composition

1 Technology 19.59%
2 Communication Services 13.86%
3 Financials 12.95%
4 Healthcare 12.86%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.01%
108
77
$12K 0.01%
159
78
$12K 0.01%
102
79
$7K 0.01%
56
80
$6K ﹤0.01%
82
81
$6K ﹤0.01%
27
82
$5K ﹤0.01%
26
83
$4K ﹤0.01%
33
84
$3K ﹤0.01%
33
85
$1K ﹤0.01%
100
86
$1K ﹤0.01%
14
87
$1K ﹤0.01%
11
88
$1K ﹤0.01%
11
89
– –
-28,025
90
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-500
91
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-64,165
92
– –
-8,789
93
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-21,845
94
– –
-1,500
95
– –
-50,615
96
– –
-26,192
97
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-56,775
98
– –
-35,410
99
– –
-37,765
100
– –
-19,445
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