BG

BDF Gestion Portfolio holdings

AUM $845M
1-Year Est. Return 25.2%
This Quarter Est. Return
1 Year Est. Return
+25.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$975M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$5.97M
3
+$3.79M
4
BURL icon
Burlington
BURL
+$3.06M
5
HUM icon
Humana
HUM
+$2.95M

Top Sells

1
+$93.2M
2
+$13.3M
3
+$12.4M
4
NVDA icon
NVIDIA
NVDA
+$11.6M
5
AMTM
Amentum Holdings
AMTM
+$11.1M

Sector Composition

1 Technology 43.96%
2 Healthcare 13.93%
3 Financials 12.14%
4 Communication Services 9.18%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.65M 0.78%
1,540
-201
27
$7.37M 0.76%
65,164
-8,463
28
$7.1M 0.73%
13,650
-1,773
29
$6.79M 0.7%
38,999
-5,066
30
$6.73M 0.69%
95,564
+34,719
31
$6.42M 0.66%
103,196
-13,402
32
$6.37M 0.65%
44,562
+10,540
33
$6.33M 0.65%
106,948
-13,888
34
$6.09M 0.62%
9,689
-1,260
35
$5.97M 0.61%
+5,824
36
$5.62M 0.58%
33,691
-4,376
37
$5.56M 0.57%
46,046
-15,019
38
$5.44M 0.56%
18,396
-15,830
39
$5.43M 0.56%
18,552
-2,410
40
$5.4M 0.55%
90,482
-11,751
41
$5.4M 0.55%
51,130
+2,963
42
$5.26M 0.54%
65,936
-8,564
43
$5.21M 0.53%
11,712
-1,522
44
$5.19M 0.53%
26,912
+7,802
45
$5.13M 0.53%
17,271
-2,244
46
$5.01M 0.51%
24,693
-3,207
47
$5M 0.51%
11,947
-1,553
48
$4.93M 0.51%
28,608
-9,930
49
$4.85M 0.5%
67,540
-23,460
50
$4.76M 0.49%
58,117
-7,548
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