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
51
$474K 0.16%
712
52
$394K 0.13%
+2,729
53
$262K 0.09%
428
+20
54
$253K 0.09%
1,644
55
– –
-50,099
56
– –
-59,175
57
– –
-25,566
58
– –
-52,342
59
– –
-75,245
60
– –
-54,615
1 2
3