FDP

Financiere des Professionnels Portfolio holdings

AUM $1.74B
1-Year Est. Return 15.66%
This Quarter Est. Return
1 Year Est. Return
+15.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.4M
3
+$10.6M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$9.96M
5
BND icon
Vanguard Total Bond Market
BND
+$6.24M

Top Sells

1
+$27.1M
2
+$8.13M
3
+$6.72M
4
IR icon
Ingersoll Rand
IR
+$3.23M
5
BSX icon
Boston Scientific
BSX
+$2.7M

Sector Composition

1 Technology 15.33%
2 Financials 13.31%
3 Healthcare 9.18%
4 Industrials 8.02%
5 Communication Services 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.39M 0.6%
47,959
52
$7.28M 0.59%
59,512
53
$7.1M 0.57%
17,096
54
$7.04M 0.57%
17,903
+837
55
$6.81M 0.55%
32,400
56
$6.71M 0.54%
425,000
57
$6.69M 0.54%
73,251
+21,420
58
$6.64M 0.54%
135,000
59
$6.53M 0.53%
23,751
60
$6.51M 0.52%
42,619
61
$6.48M 0.52%
39,693
62
$6.43M 0.52%
83,661
-30,562
63
$6.27M 0.51%
61,825
64
$6.26M 0.5%
70,384
65
$6.25M 0.5%
36,895
66
$6.24M 0.5%
+85,900
67
$6.17M 0.5%
222,452
68
$6.11M 0.49%
63,169
-800
69
$6.08M 0.49%
165,000
70
$6.03M 0.49%
24,163
71
$6.02M 0.49%
24,474
-4,512
72
$6.01M 0.48%
60,553
73
$5.95M 0.48%
17,118
-2,232
74
$5.93M 0.48%
68,099
75
$5.72M 0.46%
39,456
1 2
3
4 5