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
101
$2.48M 0.25%
26,788
-3,480
102
$2.43M 0.25%
10,785
-1,402
103
$2.35M 0.24%
7,079
-921
104
$2.31M 0.24%
8,381
-1,090
105
$2.3M 0.24%
23,398
-3,040
106
$2.28M 0.23%
+12,000
107
$2.23M 0.23%
16,828
-1,477
108
$2.19M 0.22%
10,659
-1,386
109
$2.19M 0.22%
68,636
-8,917
110
$2.17M 0.22%
7,490
-974
111
$2.15M 0.22%
33,772
-4,387
112
$2.15M 0.22%
8,317
-1,081
113
$2.07M 0.21%
48,278
-6,271
114
$1.95M 0.2%
15,185
-1,974
115
$1.95M 0.2%
5,593
-727
116
$1.93M 0.2%
24,005
-3,119
117
$1.9M 0.19%
18,140
-1,592
118
$1.83M 0.19%
24,780
-3,220
119
$1.79M 0.18%
9,735
-1,265
120
$1.72M 0.18%
21,523
-2,797
121
$1.69M 0.17%
14,637
-1,902
122
$1.64M 0.17%
6,449
-839
123
$1.62M 0.17%
20,669
-2,685
124
$1.61M 0.17%
22,312
-2,899
125
$1.6M 0.16%
2,668
-349
3 4
5
6 7