BGDI
BW Gestao de Investimentos Portfolio holdings
AUM
$1.05B
1-Year Return
10.57%
This Quarter Return
+1.14%
1 Year Return
+10.57%
3 Year Return
+26.81%
5 Year Return
+37.74%
10 Year Return
+116.87%
AUM
$2.14B
AUM Growth
+$1.54B
(+255%)
Cap. Flow
+$1.56B
Cap. Flow
% of AUM
72.83%
Top 10 Holdings %
Top 10 Hldgs %
77.19%
Holding
149
New
69
Increased
18
Reduced
19
Closed
24
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.28B |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$126M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$32.5M |
| 4 |
Alight
ALIT
|
$19.6M |
| 5 |
Tenet Healthcare
THC
|
$18.5M |
Top Sells
| 1 |
Vale
VALE
|
$20M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$16.6M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$14.2M |
| 4 |
Oracle
ORCL
|
$13.6M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$13M |
Sector Composition
| 1 | Technology | 8.81% |
| 2 | Industrials | 5.02% |
| 3 | Healthcare | 4.91% |
| 4 | Consumer Discretionary | 4.89% |
| 5 | Energy | 1.67% |
