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
$931M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$11.1M
3 +$4.05M
4
DECK icon
Deckers Outdoor
DECK
+$2.55M
5
ADSK icon
Autodesk
ADSK
+$2.53M

Top Sells

1 +$7.46M
2 +$4.1M
3 +$2.86M
4
PEP icon
PepsiCo
PEP
+$2.64M
5
PLTR icon
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
1
$93.2M 10.01%
19,677
2
$90.9M 9.76%
68,380
3
$44.6M 4.79%
54,549
4
$28.6M 3.08%
5,934
5
$27.3M 2.94%
22,142
6
$20.2M 2.17%
25,367
7
$14.3M 1.54%
232,182
-2,250
8
$14.3M 1.53%
91,000
9
$14.3M 1.53%
13,750
10
$14.1M 1.52%
81,129
11
$13.3M 1.42%
+5,750
12
$12M 1.29%
24,349
13
$11.1M 1.19%
+18,124
14
$10.4M 1.12%
81,716
15
$10.2M 1.09%
3,017
16
$10M 1.08%
38,181
17
$9.86M 1.06%
25,089
18
$9.82M 1.05%
6,639
19
$9.59M 1.03%
16,539
20
$9.53M 1.02%
138,490
+12,590
21
$9.46M 1.02%
116,598
22
$8.15M 0.88%
38,159
23
$8.1M 0.87%
54,162
+27,081
24
$7.93M 0.85%
1,027
25
$7.7M 0.83%
62,000