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
$253M
AUM Growth
+$944K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$1.06M
3 +$1.03M
4
NVDA icon
NVIDIA
NVDA
+$959K
5
ZTS icon
Zoetis
ZTS
+$930K

Top Sells

1 +$608K
2 +$428K
3 +$246K
4
SBUX icon
Starbucks
SBUX
+$85.4K
5
ADBE icon
Adobe
ADBE
+$58.3K

Sector Composition

1 Financials 24.06%
2 Consumer Discretionary 23.23%
3 Technology 20.11%
4 Communication Services 19.08%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,443
77
-1,427