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BP

Baypointe Partners Portfolio holdings

AUM $72.9M
1-Year Est. Return 16.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.9M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.59M
3
+$7.11M
4
LOW icon
Lowe's Companies
LOW
+$5.22M
5
CL icon
Colgate-Palmolive
CL
+$4.46M

Top Sells

1
+$11.4M
2
+$3.99M
3
+$2.31M
4
LEN icon
Lennar Class A
LEN
+$1.8M

Sector Composition

1 Consumer Discretionary 60.75%
2 Consumer Staples 26.39%
3 Financials 10.09%
4 Technology 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
1
Kimberly-Clark
KMB
$37.4B
$9.65M 13.24%
+100,000
JPM icon
2
JPMorgan Chase
JPM
$902B
$7.35M 10.09%
+25,000
RH icon
3
RH
RH
$3.19B
$6.99M 9.59%
50,000
+23,672
HD icon
4
Home Depot
HD
$350B
$6.58M 9.03%
20,000
-6,326
CELH icon
5
Celsius Holdings
CELH
$8.64B
$5.32M 7.3%
+150,000
LOW icon
6
Lowe's Companies
LOW
$125B
$4.73M 6.49%
+20,000
CL icon
7
Colgate-Palmolive
CL
$74.3B
$4.26M 5.85%
+50,000
RACE icon
8
Ferrari
RACE
$68.5B
$3.38M 4.64%
10,000
+1,225
AN icon
9
AutoNation
AN
$6.31B
$2.93M 4.02%
15,000
+6,224
DHI icon
10
D.R. Horton
DHI
$44.4B
$2.74M 3.77%
20,000
+2,448
TOL icon
11
Toll Brothers
TOL
$14.4B
$2.73M 3.75%
20,000
+2,448
WHR icon
12
Whirlpool
WHR
$2.47B
$2.7M 3.7%
50,000
+32,448
CHWY icon
13
Chewy
CHWY
$8.77B
$2.27M 3.11%
+84,000
UBER icon
14
Uber
UBER
$149B
$2.01M 2.76%
+28,000
DPZ icon
15
Domino's
DPZ
$10.1B
$2.01M 2.76%
5,600
+1,212
MTH icon
16
Meritage Homes
MTH
$5.32B
$1.86M 2.55%
+30,000
MCD icon
17
McDonald's
MCD
$197B
$1.74M 2.39%
5,600
+1,211
NKE icon
18
Nike
NKE
$63.7B
$1.48M 2.03%
28,000
+6,061
VIK icon
19
Viking Holdings
VIK
$44.4B
$1.23M 1.69%
+16,800
TSCO icon
20
Tractor Supply
TSCO
$15.8B
$906K 1.24%
20,000
+2,448
COST icon
21
Costco
COST
$420B
– –
-13,163
HSY icon
22
Hershey
HSY
$36.3B
– –
-21,939
LEN icon
23
Lennar Class A
LEN
$20.8B
– –
-17,550