BCM

Benchstone Capital Management Portfolio holdings

AUM $733M
1-Year Est. Return 28.83%
This Quarter Est. Return
1 Year Est. Return
+28.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$941M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$30.2M
3
+$28.8M
4
BKNG icon
Booking.com
BKNG
+$28.1M
5
MNDY icon
monday.com
MNDY
+$22.5M

Top Sells

1
+$42.7M
2
+$42.6M
3
+$34.5M
4
NVDA icon
NVIDIA
NVDA
+$33.2M
5
MCO icon
Moody's
MCO
+$32.2M

Sector Composition

1 Technology 30.31%
2 Consumer Discretionary 29.83%
3 Communication Services 24.5%
4 Real Estate 11.26%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.1M 1.71%
42,066
-3,439
27
$16M 1.7%
+109,249
28
$15.9M 1.69%
+88,572
29
$13M 1.38%
404,585
+40,213
30
$12.2M 1.3%
+47,985
31
$11.7M 1.25%
156,465
+55,181
32
$9.15M 0.97%
567,161
-1,030,499
33
$5.13M 0.54%
22,723
-30,053
34
$3.79M 0.4%
8,144
-69,239
35
$1.36M 0.14%
83,168
-755,035
36
– –
-206,985
37
– –
-1,870,937
38
– –
-73,518
39
– –
-383,541
40
– –
-112,818
41
– –
-247,046
42
– –
-546,566
43
– –
-133,730
44
– –
-250,736
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