B
BennBridge Portfolio holdings
AUM
$124M
1 Year Est. Return
–
AUM
$123M
AUM Growth
+$24.7M
(+25%)
Holding
6
Top Sells
| 1 | +$2.33M | |
| 2 | +$1.42M | |
| 3 | +$802K | |
| 4 |
Wheaton Precious Metals
WPM
|
+$140K |
Sector Composition
| 1 | Materials | 51.3% |
| 2 | Consumer Discretionary | 21.53% |
| 3 | Consumer Staples | 14.25% |
| 4 | Financials | 10.66% |
| 5 | Technology | 2.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Franco-Nevada
FNV
$39.3B
| $59.1M | 48.07% |
375,340
-14,800
|
|
||
2
Mercado Libre
MELI
$103B
| $26.5M | 21.53% |
13,575
-411
|
|
||
3
Compañía de Cervecerías Unidas
CCU
$2.31B
| $17.5M | 14.25% |
1,152,956
-93,260
|
|
||
4
HDFC Bank
HDB
$188B
| $13.1M | 10.66% |
197,381
+52,804
|
|
||
|
5
Wheaton Precious Metals
WPM
$47.5B
| $3.97M | 3.23% |
51,200
-1,800
|
|
||
6
Infosys
INFY
$67.7B
| $2.79M | 2.26% |
152,604
+46,122
|
|