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
101
$2.54M 0.28%
10,923
102
$2.53M 0.28%
3,109
103
$2.5M 0.27%
29,592
104
$2.48M 0.27%
+12,500
105
$2.43M 0.27%
48,278
106
$2.42M 0.26%
10,659
107
$2.33M 0.25%
30,084
108
$2.25M 0.25%
5,250
109
$2.21M 0.24%
7,490
110
$2.18M 0.24%
12,000
111
$2.17M 0.24%
18,580
112
$2.14M 0.23%
28,718
113
$2.14M 0.23%
10,785
114
$2.09M 0.23%
23,398
115
$2.05M 0.22%
+14,000
116
$2.02M 0.22%
33,772
117
$2.01M 0.22%
16,828
118
$2M 0.22%
18,140
119
$1.94M 0.21%
+40,000
120
$1.92M 0.21%
7,079
121
$1.85M 0.2%
24,005
122
$1.83M 0.2%
24,780
123
$1.75M 0.19%
5,593
124
$1.73M 0.19%
4,994
125
$1.67M 0.18%
20,669
2 3 4
5
6