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
$133M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$3.09M
3
+$2.92M
4
CMI icon
Cummins
CMI
+$2.75M
5
TFC icon
Truist Financial
TFC
+$2.71M

Top Sells

1
+$4.54M
2
+$3.1M
3
+$2.91M
4
GG
Goldcorp Inc
GG
+$2.89M
5
INTC icon
Intel
INTC
+$2.56M

Sector Composition

1 Technology 20.68%
2 Industrials 16.18%
3 Financials 15.56%
4 Healthcare 12.14%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-12,610
77
– –
-134,500
78
– –
-187,226
79
– –
-45,535
1 2 3
4