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
101
– –
-12,650
102
– –
-8,080
1 2 3 4
5