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BIMC

Benson Investment Management Company Portfolio holdings

AUM $11.3M
1-Year Est. Return 27.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$3.23M
3
+$3M
4
D icon
Dominion Energy
D
+$2.94M
5
MCD icon
McDonald's
MCD
+$2.9M

Top Sells

1
+$2.75M
2
+$2.72M
3
+$2.63M
4
X
US Steel
X
+$2.51M
5
CB icon
Chubb
CB
+$2.31M

Sector Composition

1 Technology 20.41%
2 Communication Services 13.42%
3 Consumer Discretionary 13.2%
4 Healthcare 13.05%
5 Financials 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-14
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79
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-71,305
80
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-34,035
81
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-53,795
82
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-29,110
83
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-41,402
84
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-16,870
85
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-86,565
86
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-1,147
87
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-75,735
88
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4