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
1
$14.7M 5.02%
41,302
+240
2
$14.1M 4.81%
57,806
-73
3
$12.8M 4.38%
24,733
-10
4
$11.4M 3.89%
61,025
+85
5
$9.39M 3.21%
42,782
+218
6
$8.94M 3.05%
12,168
+2
7
$8.54M 2.92%
16,994
+92
8
$7.44M 2.54%
90,676
-11,555
9
$7.33M 2.5%
26,233
-6,178
10
$6.8M 2.32%
62,444
-39
11
$6.54M 2.24%
21,427
+32
12
$6.46M 2.21%
43,816
+67
13
$6.42M 2.19%
10,953
+15
14
$6.38M 2.18%
+22,622
15
$6.29M 2.15%
24,714
+115
16
$6.27M 2.14%
44,246
-175
17
$6.24M 2.13%
91,220
+310
18
$6.1M 2.08%
60,735
+170
19
$6.06M 2.07%
7,612
-2,233
20
$5.98M 2.04%
79,270
+8,965
21
$5.95M 2.03%
6,147
-856
22
$5.78M 1.97%
75,297
+11,815
23
$5.77M 1.97%
43,246
+145
24
$5.69M 1.94%
12,437
+69
25
$5.68M 1.94%
26,735
+95
1
2 3