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
51
$4.62M 0.47%
54,874
-7,126
52
$4.38M 0.45%
19,091
-2,481
53
$4.37M 0.45%
8,769
-1,140
54
$4.02M 0.41%
17,761
-2,308
55
$4M 0.41%
11,116
-1,444
56
$3.96M 0.41%
19,697
-2,559
57
$3.93M 0.4%
93,062
-12,086
58
$3.87M 0.4%
15,306
-1,989
59
$3.83M 0.39%
35,043
-4,553
60
$3.79M 0.39%
+48,703
61
$3.79M 0.39%
17,152
+6,152
62
$3.78M 0.39%
64,167
-8,333
63
$3.78M 0.39%
18,387
-1,613
64
$3.71M 0.38%
7,101
-923
65
$3.7M 0.38%
114,631
-14,886
66
$3.67M 0.38%
21,549
-2,800
67
$3.66M 0.38%
41,029
-5,329
68
$3.65M 0.37%
49,330
-6,406
69
$3.62M 0.37%
23,546
-3,059
70
$3.52M 0.36%
9,534
-1,239
71
$3.49M 0.36%
21,473
-20,119
72
$3.33M 0.34%
30,084
-3,916
73
$3.28M 0.34%
36,119
-4,691
74
$3.2M 0.33%
41,646
-5,408
75
$3.17M 0.33%
4,453
-580
1 2
3
4 5