BCM

Benchstone Capital Management Portfolio holdings

AUM $860M
1-Year Est. Return 32.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$888M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$29.5M
3
+$29.1M
4
DASH icon
DoorDash
DASH
+$27.6M
5
SHOP icon
Shopify
SHOP
+$25.4M

Top Sells

1
+$57.6M
2
+$52.5M
3
+$49.6M
4
NVDA icon
NVIDIA
NVDA
+$34.6M
5
ROST icon
Ross Stores
ROST
+$34.1M

Sector Composition

1 Technology 44.59%
2 Consumer Discretionary 30.29%
3 Communication Services 23.06%
4 Real Estate 2.06%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.65T
$47.5M 5.35%
205,764
+93,725
TSM icon
2
TSMC
TSM
$2.15T
$44.4M 5.01%
146,244
+48,663
SNPS icon
3
Synopsys
SNPS
$89B
$43.9M 4.94%
93,363
+66,327
META icon
4
Meta Platforms (Facebook)
META
$1.51T
$42.5M 4.79%
64,411
+370
FWONK icon
5
Liberty Media Series C
FWONK
$22B
$40.5M 4.56%
411,064
-66,361
LYV icon
6
Live Nation Entertainment
LYV
$37.3B
$30.3M 3.41%
+212,691
TTWO icon
7
Take-Two Interactive
TTWO
$39.8B
$29.9M 3.37%
+116,774
DASH icon
8
DoorDash
DASH
$68.3B
$26.7M 3%
+117,713
HD icon
9
Home Depot
HD
$310B
$26.3M 2.96%
76,313
-28,374
SHOP icon
10
Shopify
SHOP
$142B
$25.4M 2.86%
+158,023
BURL icon
11
Burlington
BURL
$20B
$24.5M 2.76%
+84,894
CRM icon
12
Salesforce
CRM
$152B
$23.9M 2.69%
90,157
+22,647
ONTO icon
13
Onto Innovation
ONTO
$12.6B
$23.5M 2.65%
+148,963
W icon
14
Wayfair
W
$9.02B
$22.9M 2.58%
+228,226
DIS icon
15
Walt Disney
DIS
$173B
$21.9M 2.47%
+192,840
MDB icon
16
MongoDB
MDB
$28.2B
$21.7M 2.45%
+51,727
ASML icon
17
ASML
ASML
$633B
$21.1M 2.38%
+19,722
NOW icon
18
ServiceNow
NOW
$116B
$21.1M 2.37%
137,591
-65,979
CMG icon
19
Chipotle Mexican Grill
CMG
$37.6B
$20.7M 2.33%
+559,026
AVGO icon
20
Broadcom
AVGO
$1.83T
$19.9M 2.24%
57,591
-39,225
ORCL icon
21
Oracle
ORCL
$615B
$19.8M 2.23%
101,498
+24,439
H icon
22
Hyatt Hotels
H
$18.2B
$18.8M 2.11%
+116,961
SATS icon
23
EchoStar
SATS
$33.7B
$18.3M 2.06%
+168,657
EQIX icon
24
Equinix
EQIX
$107B
$18.3M 2.06%
+23,895
ANET icon
25
Arista Networks
ANET
$194B
$17.6M 1.99%
+134,652
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