BGIM

Boussard & Gavaudan Investment Management Portfolio holdings

AUM $808M
1-Year Est. Return 4.93%
This Quarter Est. Return
1 Year Est. Return
+4.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$808M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1 +$23.8M
2 +$18.5M
3 +$9.86M
4
AMRZ
Amrize Ltd
AMRZ
+$6.16M
5
BCSS.U
Bain Capital GSS Investment Corp Units
BCSS.U
+$5.05M

Top Sells

1 +$28.6M
2 +$19.2M
3 +$16.3M
4
SAGE
Sage Therapeutics
SAGE
+$5.61M
5
SKX
Skechers
SKX
+$5.05M

Sector Composition

1 Technology 4.05%
2 Financials 3.87%
3 Consumer Staples 3.02%
4 Communication Services 2.43%
5 Industrials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KDK
51
Kodiak AI
KDK
$1.07B
-300,000