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
51
$4.49M 0.49%
11,712
52
$4.46M 0.49%
8,769
53
$4.42M 0.48%
44,562
54
$4.41M 0.48%
64,167
55
$4.34M 0.47%
35,043
56
$4.31M 0.47%
17,761
57
$4.22M 0.46%
18,067
+9,750
58
$4.15M 0.45%
9,534
59
$4.14M 0.45%
41,029
60
$4.14M 0.45%
11,116
61
$4.06M 0.44%
18,387
62
$4.01M 0.44%
+22,314
63
$3.91M 0.43%
19,091
64
$3.79M 0.41%
15,306
65
$3.65M 0.4%
93,062
66
$3.62M 0.39%
23,546
67
$3.58M 0.39%
49,330
68
$3.57M 0.39%
5,309
69
$3.5M 0.38%
+17,342
70
$3.46M 0.38%
907
71
$3.38M 0.37%
36,119
72
$3.37M 0.37%
114,631
73
$3.35M 0.37%
54,312
+32,000
74
$3.33M 0.36%
48,703
75
$3.25M 0.35%
19,885
1 2
3
4 5