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
$917M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.01M
3
+$3.5M
4
ISRG icon
Intuitive Surgical
ISRG
+$2.81M
5
ZS icon
Zscaler
ZS
+$2.48M

Top Sells

1
+$7.42M
2
+$4.62M
3
+$4.12M
4
INTU icon
Intuit
INTU
+$3.07M
5
MDT icon
Medtronic
MDT
+$1.72M

Sector Composition

1 Technology 41.49%
2 Healthcare 15.96%
3 Financials 13.02%
4 Communication Services 8.66%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.79M 0.74%
13,650
27
$6.78M 0.74%
95,564
28
$6.75M 0.74%
25,137
29
$6.74M 0.74%
33,691
30
$6.6M 0.72%
106,948
31
$6.33M 0.69%
12,774
+5,673
32
$6.25M 0.68%
38,999
33
$6.14M 0.67%
90,482
34
$6.07M 0.66%
7,629
35
$5.72M 0.62%
51,130
36
$5.67M 0.62%
18,552
37
$5.61M 0.61%
46,046
38
$5.57M 0.61%
26,912
39
$5.56M 0.61%
11,947
40
$5.51M 0.6%
5,824
41
$5.29M 0.58%
65,936
42
$4.89M 0.53%
+35,000
43
$4.83M 0.53%
67,540
44
$4.82M 0.53%
18,396
45
$4.77M 0.52%
19,697
46
$4.75M 0.52%
28,608
47
$4.67M 0.51%
58,117
48
$4.65M 0.51%
17,271
49
$4.63M 0.5%
32,020
-28,500
50
$4.57M 0.5%
17,152
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