BGDI

BW Gestao de Investimentos Portfolio holdings

AUM $1.32B
1-Year Est. Return 8.9%
This Quarter Est. Return
1 Year Est. Return
+8.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
-$9.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$16.6M
3
+$15.9M
4
SCHW icon
Charles Schwab
SCHW
+$14.1M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$12.3M

Top Sells

1
+$74.3M
2
+$36.2M
3
+$16.2M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$14.4M
5
MSFT icon
Microsoft
MSFT
+$13.2M

Sector Composition

1 Technology 15.85%
2 Consumer Discretionary 10.73%
3 Real Estate 7.07%
4 Financials 6.16%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
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