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
76
$3.22M 0.35%
20,870
77
$3.19M 0.35%
41,646
78
$3.18M 0.35%
18,419
79
$3.12M 0.34%
21,473
80
$3.08M 0.34%
21,549
81
$3.07M 0.34%
11,618
82
$2.88M 0.31%
6,136
83
$2.88M 0.31%
4,689
-5,000
84
$2.86M 0.31%
9,607
85
$2.84M 0.31%
5,875
86
$2.82M 0.31%
4,453
87
$2.78M 0.3%
13,111
88
$2.76M 0.3%
26,788
89
$2.76M 0.3%
27,292
90
$2.76M 0.3%
24,693
91
$2.76M 0.3%
8,381
92
$2.7M 0.3%
32,594
93
$2.65M 0.29%
24,271
94
$2.64M 0.29%
11,791
95
$2.63M 0.29%
11,027
96
$2.63M 0.29%
7,964
97
$2.63M 0.29%
32,777
98
$2.59M 0.28%
54,980
99
$2.57M 0.28%
4,102
100
$2.56M 0.28%
10,750
2 3
4
5 6