BP
Baypointe Partners Portfolio holdings
AUM
$85.3M
1 Year Est. Return
–
AUM
$120M
AUM Growth
–
Holding
19
Top Buys
| 1 | +$11.3M | |
| 2 | +$11.1M | |
| 3 | +$10.4M | |
| 4 |
Nike
NKE
|
+$9.52M |
| 5 |
McDonald's
MCD
|
+$9.37M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 67.84% |
| 2 | Consumer Staples | 31.4% |
| 3 | Healthcare | 0.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
lululemon athletica
LULU
$20.6B
| $11.3M | 9.42% |
+40,000
|
|
||
2
RH
RH
$3.31B
| $11.1M | 9.27% |
+47,500
|
|
||
3
Target
TGT
$41.8B
| $10.4M | 8.69% |
+100,000
|
|
||
|
4
Nike
NKE
$100B
| $9.52M | 7.92% |
+150,000
|
|
||
|
5
McDonald's
MCD
$219B
| $9.37M | 7.8% |
+30,000
|
|
||
6
Colgate-Palmolive
CL
$63.8B
| $9.37M | 7.8% |
+100,000
|
|
||
7
Home Depot
HD
$390B
| $9.16M | 7.63% |
+25,000
|
|
||
8
PepsiCo
PEP
$210B
| $7.5M | 6.24% |
+50,000
|
|
||
9
Ulta Beauty
ULTA
$24.2B
| $7.33M | 6.1% |
+20,000
|
|
||
10
Celsius Holdings
CELH
$16.8B
| $7.12M | 5.93% |
+200,000
|
|
||
11
Tractor Supply
TSCO
$29.4B
| $5.51M | 4.59% |
+100,000
|
|
||
12
Chipotle Mexican Grill
CMG
$56.6B
| $5.02M | 4.18% |
+100,000
|
|
||
13
Domino's
DPZ
$14.1B
| $4.59M | 3.82% |
+10,000
|
|
||
14
Estee Lauder
EL
$37.3B
| $3.3M | 2.75% |
+50,000
|
|
||
15
Chewy
CHWY
$15.6B
| $3.25M | 2.71% |
+100,000
|
|
||
16
Bath & Body Works
BBWI
$5.51B
| $3.02M | 2.52% |
+99,730
|
|
||
17
Etsy
ETSY
$7.09B
| $1.18M | 0.98% |
+25,000
|
|
||
18
On Holding
ONON
$13.8B
| $1.1M | 0.91% |
+25,000
|
|
||
19
Warby Parker
WRBY
$2.71B
| $912K | 0.76% |
+50,000
|
|