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
1
$60.2M 6.39%
+645,200
2
$49.3M 5.24%
226,603
+6,519
3
$47.5M 5.04%
215,726
+51,680
4
$46.7M 4.96%
548,556
-2,828
5
$41.7M 4.43%
251,174
+113,137
6
$40.7M 4.33%
70,619
+30,058
7
$39.1M 4.16%
171,921
+89,137
8
$37.9M 4.03%
2,000,570
+362,861
9
$37.6M 4%
154,638
+92,431
10
$37.4M 3.97%
139,275
+75,937
11
$33.5M 3.56%
938,426
+78,979
12
$33.2M 3.53%
368,670
-62,973
13
$31.3M 3.33%
151,169
+19,627
14
$30.2M 3.21%
+49,146
15
$29.4M 3.13%
123,503
+6,180
16
$28.8M 3.06%
+171,818
17
$28.3M 3.01%
148,756
-71,091
18
$28.1M 2.99%
+6,107
19
$27.5M 2.92%
129,435
+19,147
20
$23.3M 2.48%
50,749
+42,545
21
$23M 2.45%
262,118
-107,746
22
$22.9M 2.43%
73,240
+835
23
$21.8M 2.32%
228,782
-4,865
24
$18.7M 1.98%
206,175
-5,528
25
$18.5M 1.97%
+597,270
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