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
$185M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$5.7M
3
+$3.2M
4
TTD icon
Trade Desk
TTD
+$2.49M
5
LLY icon
Eli Lilly
LLY
+$2.13M

Top Sells

1
+$5.94M
2
+$2.25M
3
+$2.19M
4
DXCM icon
DexCom
DXCM
+$2.04M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Sector Composition

1 Technology 35.06%
2 Industrials 12.44%
3 Consumer Discretionary 6.85%
4 Healthcare 5.88%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 1.43%
29,922
+355
27
$2.59M 1.4%
16,641
+76
28
$2.56M 1.39%
15,871
+132
29
$2.5M 1.35%
13,153
+393
30
$2.49M 1.35%
9,736
+2
31
$2.49M 1.34%
+31,821
32
$2.46M 1.33%
53,450
+687
33
$2.45M 1.32%
36,538
+15,074
34
$2.42M 1.31%
11,718
+97
35
$2.42M 1.31%
50,619
+4,104
36
$2.31M 1.25%
43,727
+552
37
$2.24M 1.21%
11,413
-11,160
38
$2.17M 1.17%
21,614
+79
39
$2.13M 1.15%
+3,957
40
$2.07M 1.12%
25,387
+336
41
$2.06M 1.11%
56,200
+50
42
$2.03M 1.1%
18,861
+45
43
$2.01M 1.09%
27,993
+341
44
$1.94M 1.05%
46,327
-1,730
45
$1.9M 1.03%
4,919
+32
46
$1.77M 0.96%
110,556
+1,652
47
$1.65M 0.89%
6,368
+106
48
$1.58M 0.86%
13,176
+185
49
$1.54M 0.83%
+292,883
50
$1.44M 0.78%
26,622
+198
1
2
3 4