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
$134M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.68M
3
+$2.62M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.53M
5
KHC icon
Kraft Heinz
KHC
+$2.5M

Top Sells

1
+$2.72M
2
+$2.4M
3
+$2.35M
4
OXY icon
Occidental Petroleum
OXY
+$2.14M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.14M

Sector Composition

1 Technology 15.37%
2 Healthcare 14.66%
3 Communication Services 13.87%
4 Consumer Discretionary 11.37%
5 Financials 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.26M 3.17%
100,700
-9,320
2
$4.16M 3.1%
21,000
+55
3
$3.69M 2.75%
125,667
+17,073
4
$3.69M 2.74%
43,074
5
$3.55M 2.64%
67,840
-8,100
6
$3.46M 2.57%
50,630
+135
7
$3.39M 2.52%
64,035
+16,210
8
$3.24M 2.41%
43,513
+70
9
$3.21M 2.39%
14,585
-15
10
$3.13M 2.33%
20,738
+113
11
$3.06M 2.28%
22,820
+165
12
$3.03M 2.26%
21,698
+255
13
$3.03M 2.25%
53,430
-10
14
$2.96M 2.2%
28,315
+35
15
$2.91M 2.17%
27,246
+125
16
$2.91M 2.17%
17,146
17
$2.87M 2.13%
15,260
+80
18
$2.83M 2.11%
50,600
+585
19
$2.76M 2.05%
57,455
-4,800
20
$2.72M 2.02%
+212,670
21
$2.68M 1.99%
+36,925
22
$2.65M 1.97%
103,200
+350
23
$2.64M 1.97%
14,980
24
$2.63M 1.96%
18,308
+109
25
$2.62M 1.95%
48,844
+11,297
1
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