BP
Baypointe Partners Portfolio holdings
AUM
$219M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$219M
AUM Growth
+$134M
(+157%)
Holding
31
Top Buys
| 1 | +$16.4M | |
| 2 | +$12.6M | |
| 3 | +$12.3M | |
| 4 |
RH
RH
|
+$12.2M |
| 5 |
Bath & Body Works
BBWI
|
+$11.6M |
Top Sells
| 1 | +$7.13M | |
| 2 | +$4.68M | |
| 3 | +$4.26M | |
| 4 |
Kenvue
KVUE
|
+$1.05M |
| 5 |
Yeti Holdings
YETI
|
+$788K |
Sector Composition
| 1 | Consumer Discretionary | 49.07% |
| 2 | Consumer Staples | 31.46% |
| 3 | Financials | 14.86% |
| 4 | Industrials | 4.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
lululemon athletica
LULU
$20.5B
| – | – |
-30,000
|
|
||
27
Chewy
CHWY
$12.1B
| – | – |
-100,000
|
|
||
28
Chipotle Mexican Grill
CMG
$51.4B
| – | – |
-12,500
|
|
||
29
Stanley Black & Decker
SWK
$12.2B
| – | – |
-10,000
|
|
||
30
Ulta Beauty
ULTA
$28.7B
| – | – |
-10,000
|
|
||
|
31
Yeti Holdings
YETI
$3.56B
| – | – |
-25,000
|
|