BIMC
Benson Investment Management Company Portfolio holdings
AUM
$293M
1-Year Est. Return
21.24%
1 Year Est. Return
+21.24%
AUM
$293M
AUM Growth
+$28.8M
(+11%)
Holding
60
Top Buys
| 1 | +$6.38M | |
| 2 | +$5.46M | |
| 3 | +$5.39M | |
| 4 |
AMRZ
Amrize Ltd
AMRZ
|
+$5.19M |
| 5 |
Zimmer Biomet
ZBH
|
+$4.97M |
Top Sells
| 1 | +$5.59M | |
| 2 | +$4.95M | |
| 3 | +$4.68M | |
| 4 |
Primoris Services
PRIM
|
+$4.08M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
SPDR S&P 500 ETF Trust
SPY
$660B
| $474K | 0.16% |
712
|
|
||
52
Vanguard US Multifactor ETF
VFMF
$375M
| $394K | 0.13% |
+2,729
|
|
||
53
Vanguard S&P 500 ETF
VOO
$757B
| $262K | 0.09% |
428
+20
|
|
||
54
Procter & Gamble
PG
$354B
| $253K | 0.09% |
1,644
|
|
||
|
55
Timken Company
TKR
$5.1B
| – | – |
-54,615
|
|
||
56
Sonoco
SON
$3.95B
| – | – |
-75,245
|
|
||
|
57
Primoris Services
PRIM
$7.39B
| – | – |
-52,342
|
|
||
58
Oracle
ORCL
$830B
| – | – |
-25,566
|
|
||
59
Merck
MRK
$212B
| – | – |
-59,175
|
|
||
60
Amphenol
APH
$153B
| – | – |
-50,099
|
|