BGDI

BW Gestao de Investimentos Portfolio holdings

AUM $1.05B
1-Year Est. Return 10.57%
This Quarter Est. Return
1 Year Est. Return
+10.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$604M
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$16.6M
3
+$13.6M
4
FOUR icon
Shift4
FOUR
+$12.4M
5
DVY icon
iShares Select Dividend ETF
DVY
+$10.8M

Top Sells

1
+$36.4M
2
+$36.1M
3
+$35.5M
4
SHW icon
Sherwin-Williams
SHW
+$22.2M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$20.1M

Sector Composition

1 Technology 23.04%
2 Consumer Discretionary 13.74%
3 Industrials 13.67%
4 Healthcare 10.34%
5 Materials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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