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
$124M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.11M
3
+$3.03M
4
CMCSA icon
Comcast
CMCSA
+$2.94M
5
X
US Steel
X
+$2.81M

Top Sells

1
+$3.39M
2
+$3.13M
3
+$3.03M
4
DAL icon
Delta Air Lines
DAL
+$2.83M
5
AVGO icon
Broadcom
AVGO
+$2.65M

Sector Composition

1 Technology 19.37%
2 Consumer Discretionary 17.64%
3 Healthcare 13.26%
4 Communication Services 12.1%
5 Financials 11.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K ﹤0.01%
+26
77
$4K ﹤0.01%
+348
78
$2K ﹤0.01%
+100
79
$1K ﹤0.01%
+14
80
$1K ﹤0.01%
+11
81
$1K ﹤0.01%
10
-30,710
82
$1K ﹤0.01%
+11
83
– –
-14,980
84
– –
-53,430
85
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-46,870
86
– –
-103,200
87
– –
-44,565
88
– –
-21,180
89
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-48,360
90
– –
-50,600
91
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-86,302
92
– –
-20,738
93
– –
-32,208
94
– –
-64,035
95
– –
-1,756
96
– –
-36,555
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4