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
$259M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.64M
3
+$4.03M
4
AMD icon
Advanced Micro Devices
AMD
+$2.37M
5
SMCI icon
Super Micro Computer
SMCI
+$2.11M

Top Sells

1
+$2.89M
2
+$2.8M
3
+$2.36M
4
HXL icon
Hexcel
HXL
+$1.44M
5
PYPL icon
PayPal
PYPL
+$1.44M

Sector Composition

1 Technology 35.95%
2 Industrials 11.6%
3 Healthcare 7.33%
4 Communication Services 5.83%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 1.39%
57,300
-800
27
$3.58M 1.39%
38,724
+223
28
$3.45M 1.33%
18,310
-5
29
$3.42M 1.32%
44,446
-125
30
$3.38M 1.31%
22,778
-1
31
$3.37M 1.3%
14,673
-115
32
$3.34M 1.29%
17,376
-11
33
$3.27M 1.27%
44,573
+501
34
$3.17M 1.23%
32,449
-77
35
$3.15M 1.22%
17,296
+13
36
$2.96M 1.15%
11,962
-20
37
$2.92M 1.13%
50,760
+338
38
$2.89M 1.12%
91,575
+3,242
39
$2.88M 1.11%
113,587
+694
40
$2.85M 1.1%
28,412
-127
41
$2.82M 1.09%
13,391
-31
42
$2.63M 1.02%
14,454
-40
43
$2.62M 1.01%
37,314
+1,404
44
$2.58M 1%
5,135
+4
45
$2.5M 0.97%
25,771
-102
46
$2.37M 0.92%
+14,622
47
$2.3M 0.89%
18,977
+602
48
$2.24M 0.87%
93,760
-428
49
$2.14M 0.83%
19,995
-4
50
$2.11M 0.82%
+25,720
1
2
3 4