BIP

Bouvel Investment Partners Portfolio holdings

AUM $296M
1-Year Est. Return 30.08%
This Quarter Est. Return
1 Year Est. Return
+30.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
-$264K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.33M
3
+$1.31M
4
MSFT icon
Microsoft
MSFT
+$180K
5
CRM icon
Salesforce
CRM
+$126K

Top Sells

1
+$2.62M
2
+$1.12M
3
+$97K
4
SPSC icon
SPS Commerce
SPSC
+$77.3K
5
CMG icon
Chipotle Mexican Grill
CMG
+$76.3K

Sector Composition

1 Technology 41.8%
2 Industrials 11.6%
3 Consumer Discretionary 10.65%
4 Financials 9.74%
5 Healthcare 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 1.61%
12,983
+333
27
$2.84M 1.61%
47,875
-882
28
$2.81M 1.59%
8,264
+65
29
$2.7M 1.53%
10,481
-243
30
$2.56M 1.45%
18,920
-8,250
31
$2.48M 1.4%
22,454
+448
32
$2.43M 1.37%
+71,830
33
$2.42M 1.37%
32,727
+918
34
$2.42M 1.37%
204,168
-2,666
35
$2.35M 1.33%
97,944
+2,669
36
$2.35M 1.33%
27,282
-447
37
$2.26M 1.28%
5,992
+155
38
$2.25M 1.27%
35,009
+836
39
$2.2M 1.24%
49,013
+2,779
40
$2.19M 1.24%
25,532
+694
41
$2.06M 1.16%
18,379
-328
42
$2.04M 1.15%
42,852
+1,219
43
$2.03M 1.15%
18,622
-282
44
$1.98M 1.12%
39,366
+322
45
$1.98M 1.12%
14,460
-284
46
$1.97M 1.11%
17,186
+337
47
$1.96M 1.11%
4,271
-75
48
$1.93M 1.09%
6,048
-140
49
$1.87M 1.06%
105,035
-1,959
50
$1.85M 1.05%
51,000
-2,100
1
2
3