IPGDR

Investidor Profissional Gestao de Recursos Portfolio holdings

AUM $149M
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$9.57M
2 +$3.36M
3 +$2.48M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$827K
5
MA icon
Mastercard
MA
+$688K

Top Sells

1 +$13.8M
2 +$5.03M
3 +$4.81M
4
DHR icon
Danaher
DHR
+$4.49M
5
TMO icon
Thermo Fisher Scientific
TMO
+$4.22M

Sector Composition

1 Communication Services 35.53%
2 Financials 34.48%
3 Consumer Discretionary 14.77%
4 Industrials 7.44%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-12,197