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
1
$4.24M 3.49%
110,020
-240
2
$3.84M 3.16%
20,945
+200
3
$3.64M 3%
75,940
+10,800
4
$3.21M 2.65%
+108,594
5
$3.21M 2.64%
43,074
+195
6
$3.16M 2.6%
43,443
-825
7
$3.16M 2.6%
+50,495
8
$2.9M 2.39%
156,800
+1,800
9
$2.86M 2.35%
14,600
-485
10
$2.85M 2.35%
53,440
-1,000
11
$2.83M 2.33%
15,180
+5
12
$2.79M 2.3%
21,443
+160
13
$2.72M 2.24%
67,470
+385
14
$2.68M 2.21%
20,625
+107
15
$2.65M 2.18%
41,495
+205
16
$2.63M 2.16%
22,655
+21,995
17
$2.59M 2.13%
27,121
+190
18
$2.59M 2.13%
17,146
+85
19
$2.58M 2.13%
62,255
+175
20
$2.56M 2.11%
14,980
-3,920
21
$2.54M 2.09%
18,199
+412
22
$2.54M 2.09%
28,280
+210
23
$2.5M 2.06%
102,850
24
$2.42M 1.99%
+43,660
25
$2.41M 1.99%
+50,015
1
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