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
$1.04B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$93.2M
3
+$90.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.6M
5
META icon
Meta Platforms (Facebook)
META
+$28.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 45.27%
2 Healthcare 15.6%
3 Financials 9.26%
4 Communication Services 9.07%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.61M 0.44%
+65,665
52
$4.52M 0.43%
+19,515
53
$4.49M 0.43%
+19,677
54
$4.42M 0.43%
+9,909
55
$4.41M 0.42%
+34,022
56
$4.33M 0.42%
+129,517
57
$4.33M 0.42%
+22,256
58
$4.27M 0.41%
+12,560
59
$4.23M 0.41%
+17,113
60
$4.23M 0.41%
+24,349
61
$4.02M 0.39%
+18,815
62
$4M 0.38%
+17,105
63
$3.98M 0.38%
+39,596
64
$3.96M 0.38%
+40,810
65
$3.95M 0.38%
+20,069
66
$3.95M 0.38%
+55,500
67
$3.86M 0.37%
+60,845
68
$3.85M 0.37%
+11,992
69
$3.84M 0.37%
+105,148
70
$3.73M 0.36%
+54,354
71
$3.72M 0.36%
+72,500
72
$3.57M 0.34%
+46,358
73
$3.57M 0.34%
+8,024
74
$3.55M 0.34%
+17,295
75
$3.53M 0.34%
+5,934
1 2
3
4 5