BCM
Benchstone Capital Management Portfolio holdings
AUM
$733M
1-Year Est. Return
28.83%
1 Year Est. Return
+28.83%
AUM
$733M
AUM Growth
-$400M
(-35%)
Holding
43
Top Buys
| 1 | +$42.4M | |
| 2 | +$31.9M | |
| 3 | +$22.9M | |
| 4 |
Warner Bros
WBD
|
+$20.1M |
| 5 |
Applied Materials
AMAT
|
+$17.3M |
Top Sells
| 1 | +$48.2M | |
| 2 | +$43.2M | |
| 3 | +$41.8M | |
| 4 |
Amazon
AMZN
|
+$40.6M |
| 5 |
Live Nation Entertainment
LYV
|
+$38M |
Sector Composition
| 1 | Technology | 46.73% |
| 2 | Consumer Discretionary | 28.49% |
| 3 | Communication Services | 20.09% |
| 4 | Real Estate | 4.08% |
| 5 | Consumer Staples | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.59T
| $57.6M | 7.85% |
111,114
+8,715
|
|
||
2
Norwegian Cruise Line
NCLH
$9.36B
| $52.5M | 7.17% |
2,133,322
+323,827
|
|
||
3
Liberty Media Series C
FWONK
$23.4B
| $49.9M | 6.8% |
477,425
-3,662
|
|
||
4
McDonald's
MCD
$221B
| $49.6M | 6.77% |
163,348
+53,819
|
|
||
5
Meta Platforms (Facebook)
META
$1.65T
| $47M | 6.41% |
64,041
+7,218
|
|
||
6
Home Depot
HD
$356B
| $42.4M | 5.78% |
+104,687
|
|
||
7
Ross Stores
ROST
$59.2B
| $39.7M | 5.41% |
260,384
+30,125
|
|
||
8
ServiceNow
NOW
$180B
| $37.5M | 5.11% |
40,714
+10,795
|
|
||
9
NVIDIA
NVDA
$4.4T
| $34.6M | 4.72% |
185,407
-223,900
|
|
||
10
Broadcom
AVGO
$1.92T
| $31.9M | 4.36% |
+96,816
|
|
||
11
American Tower
AMT
$85.1B
| $29.9M | 4.08% |
155,638
+35,667
|
|
||
12
TSMC
TSM
$1.58T
| $27.3M | 3.72% |
97,581
-154,522
|
|
||
|
13
Amazon
AMZN
$2.46T
| $24.6M | 3.35% |
112,039
-184,907
|
|
||
14
Hewlett Packard
HPE
$32.4B
| $22.9M | 3.13% |
+933,910
|
|
||
15
Oracle
ORCL
$567B
| $21.7M | 2.96% |
77,059
-45,187
|
|
||
16
Liberty Broadband Class C
LBRDK
$7.06B
| $20.3M | 2.77% |
319,911
-219,295
|
|
||
|
17
Warner Bros
WBD
$73.1B
| $20.1M | 2.73% |
+1,026,645
|
|
||
18
monday.com
MNDY
$8.34B
| $18.9M | 2.58% |
97,787
-28,637
|
|
||
|
19
Applied Materials
AMAT
$215B
| $17.3M | 2.35% |
+84,255
|
|
||
20
Tower Semiconductor
TSEM
$14.5B
| $17.2M | 2.35% |
+238,330
|
|
||
21
Salesforce
CRM
$246B
| $16M | 2.18% |
67,510
-44,178
|
|
||
22
Atlassian
TEAM
$43B
| $14.8M | 2.02% |
92,694
-73,796
|
|
||
23
Synopsys
SNPS
$91B
| $13.3M | 1.82% |
+27,036
|
|
||
24
Snowflake
SNOW
$75.5B
| $10.7M | 1.45% |
47,280
-345
|
|
||
25
Netflix
NFLX
$399B
| $10M | 1.37% |
83,800
+8,900
|
|