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
$810M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$83.4M
2
+$75.2M
3
+$41.3M
4
THC icon
Tenet Healthcare
THC
+$22.9M
5
KVUE icon
Kenvue
KVUE
+$22.1M

Top Sells

1
+$49M
2
+$26.5M
3
+$20.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$16.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.5M

Sector Composition

1 Technology 10.7%
2 Consumer Discretionary 9.72%
3 Consumer Staples 7.17%
4 Materials 5.65%
5 Communication Services 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
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