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
$264M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$5.59M
3
+$5.32M
4
TDY icon
Teledyne Technologies
TDY
+$5.28M
5
ASML icon
ASML
ASML
+$5.03M

Top Sells

1
+$6.77M
2
+$5.5M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$4.74M
5
CMCSA icon
Comcast
CMCSA
+$4.63M

Sector Composition

1 Technology 37.22%
2 Financials 25.18%
3 Industrials 10.84%
4 Communication Services 7.43%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 4.74%
41,062
+18,657
2
$12.3M 4.66%
24,743
-54
3
$10.3M 3.89%
57,879
+29
4
$9.63M 3.65%
60,940
-70
5
$9.34M 3.54%
42,564
-255
6
$8.98M 3.4%
12,166
+886
7
$8.21M 3.11%
16,902
-681
8
$7.34M 2.78%
32,411
-6
9
$6.97M 2.64%
9,845
-224
10
$6.31M 2.39%
+90,910
11
$6.28M 2.38%
111,902
-12,205
12
$6.05M 2.29%
32,953
-692
13
$5.69M 2.16%
62,483
-221
14
$5.67M 2.15%
+26,640
15
$5.66M 2.14%
43,749
-71
16
$5.61M 2.13%
+7,003
17
$5.6M 2.12%
+10,938
18
$5.59M 2.12%
25,566
-5,387
19
$5.55M 2.1%
+60,565
20
$5.47M 2.07%
43,101
-2,363
21
$5.45M 2.06%
44,421
+86
22
$5.38M 2.04%
102,231
-71
23
$5.37M 2.03%
21,395
-10
24
$5.33M 2.02%
66,254
-98
25
$5.2M 1.97%
12,368
-80
1
2 3