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BG
BDF Gestion Portfolio holdings
AUM
$747M
1-Year Est. Return
47.35%
This Fund
S&P 500
This Quarter
Est. Return
+6.94%
1 Year Est. Return
+47.35%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$931M
AUM Growth
-$109M
(-10%)
Cap. Flow
+$9.5M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
38.88%
Holding
159
New
5
Increased
12
Reduced
4
Closed
9
Top Buys
| 1 |
Regeneron Pharmaceuticals
REGN
|
+$5.6M |
| 2 |
Texas Instruments
TXN
|
+$5.44M |
| 3 |
Autodesk
ADSK
|
+$4.31M |
| 4 |
Deckers Outdoor
DECK
|
+$4.26M |
| 5 |
Tesla
TSLA
|
+$2.96M |
Top Sells
| 1 |
Amgen
AMGN
|
+$7.46M |
| 2 |
Keurig Dr Pepper
KDP
|
+$3.27M |
| 3 |
PACCAR
PCAR
|
+$2.86M |
| 4 |
PepsiCo
PEP
|
+$2.64M |
| 5 |
Palantir
PLTR
|
+$2.47M |
Sector Composition
| 1 | Technology | 35.94% |
| 2 | Healthcare | 14.28% |
| 3 | Financials | 11.69% |
| 4 | Communication Services | 11.26% |
| 5 | Industrials | 8.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Amgen
AMGN
$201B
| – | – |
-23,874
| Closed | -$7.46M |
|
152
Bristol-Myers Squibb
BMY
$124B
| – | – |
-40,742
| Closed | -$1.69M |
|
153
Amdocs
DOX
$5.62B
| – | – |
-10,551
| Closed | -$833K |
|
154
HubSpot
HUBS
$11.5B
| – | – |
-1,536
| Closed | -$906K |
|
155
Lincoln Electric
LECO
$14.2B
| – | – |
-9,850
| Closed | -$1.86M |
|
|
156
PACCAR
PCAR
$66.7B
| – | – |
-27,804
| Closed | -$2.86M |
|
|
157
PepsiCo
PEP
$190B
| – | – |
-16,022
| Closed | -$2.64M |
|
|
158
Palantir
PLTR
$322B
| – | – |
-97,500
| Closed | -$2.47M |
|
159
Target
TGT
$63.7B
| – | – |
-12,576
| Closed | -$1.86M |
|
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