BSI

Bennett Selby Investments Portfolio holdings

AUM $302M
1-Year Est. Return 20.26%
This Quarter Est. Return
1 Year Est. Return
+20.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$442K
2 +$329K
3 +$328K
4
NVO icon
Novo Nordisk
NVO
+$311K
5
NVDA icon
NVIDIA
NVDA
+$296K

Top Sells

1 +$223K
2 +$93.7K
3 +$91.2K
4
CSCO icon
Cisco
CSCO
+$71.5K
5
SBUX icon
Starbucks
SBUX
+$62.2K

Sector Composition

1 Consumer Discretionary 24.57%
2 Financials 21.71%
3 Technology 21.5%
4 Communication Services 19.57%
5 Industrials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,018