BIP

Bouvel Investment Partners Portfolio holdings

AUM $327M
1-Year Est. Return 38.99%
This Quarter Est. Return
1 Year Est. Return
+38.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$5.51M
3
+$5.17M
4
MSFT icon
Microsoft
MSFT
+$4.93M
5
INTU icon
Intuit
INTU
+$4.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 40.21%
2 Industrials 15.05%
3 Healthcare 9.64%
4 Consumer Discretionary 9.53%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.57%
+18,402
27
$2.2M 1.56%
+5,354
28
$2.18M 1.55%
+20,377
29
$2.14M 1.52%
+6,327
30
$2.11M 1.5%
+33,064
31
$1.99M 1.41%
+7,296
32
$1.96M 1.39%
+39,302
33
$1.92M 1.36%
+19,364
34
$1.87M 1.33%
+4,279
35
$1.84M 1.31%
+25,569
36
$1.69M 1.2%
+31,461
37
$1.68M 1.19%
+17,494
38
$1.67M 1.19%
+3,270
39
$1.63M 1.15%
+59,274
40
$1.63M 1.15%
+22,719
41
$1.6M 1.14%
+35,803
42
$1.57M 1.12%
+5,749
43
$1.55M 1.1%
+60,967
44
$1.54M 1.09%
+147,148
45
$1.53M 1.09%
+55,150
46
$1.51M 1.07%
+65,504
47
$1.47M 1.04%
+8,244
48
$1.44M 1.02%
+3,989
49
$1.37M 0.97%
+5,900
50
$1.36M 0.97%
+14,768
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