BIMC

Benson Investment Management Company Portfolio holdings

AUM $11.3M
1-Year Est. Return 27.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$5.66M
3
+$5.45M
4
KEYS icon
Keysight
KEYS
+$5.21M
5
ZBH icon
Zimmer Biomet
ZBH
+$5M

Top Sells

1
+$5.59M
2
+$4.95M
3
+$4.68M
4
PRIM icon
Primoris Services
PRIM
+$4.08M
5
TKR icon
Timken Company
TKR
+$3.96M

Sector Composition

1 Technology 36.84%
2 Financials 22.9%
3 Industrials 8.88%
4 Communication Services 8.03%
5 Healthcare 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.64M 1.93%
229,496
+2,205
27
$5.56M 1.9%
33,016
+63
28
$5.52M 1.88%
66,959
+705
29
$5.46M 1.87%
+31,240
30
$5.39M 1.84%
+73,875
31
$5.34M 1.82%
60,132
+899
32
$5.29M 1.81%
104,242
-7,660
33
$5.2M 1.78%
39,832
-6,173
34
$5.19M 1.77%
+106,955
35
$4.97M 1.7%
+50,430
36
$4.85M 1.66%
25,241
+135
37
$4.84M 1.66%
78,665
+530
38
$4.73M 1.62%
32,318
+140
39
$4.48M 1.53%
31,675
+140
40
$4.33M 1.48%
+175,765
41
$3.8M 1.3%
107,665
+355
42
$3.47M 1.19%
71,693
+140
43
$3.3M 1.13%
+39,575
44
$3.21M 1.1%
36,538
+300
45
$2.53M 0.86%
60,428
+355
46
$1.56M 0.53%
4,950
47
$1.51M 0.52%
2
48
$1.18M 0.4%
960
+20
49
$501K 0.17%
2,060
50
$479K 0.16%
13,180
+16
1
2
3