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
$277M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.84M
3
+$1.43M
4
SMCI icon
Super Micro Computer
SMCI
+$1.43M
5
MRCY icon
Mercury Systems
MRCY
+$1.31M

Top Sells

1
+$3.52M
2
+$2.9M
3
+$1.54M
4
THRM icon
Gentherm
THRM
+$1.29M
5
OLED icon
Universal Display
OLED
+$1.21M

Sector Composition

1 Technology 36.5%
2 Industrials 13.54%
3 Healthcare 7.38%
4 Financials 5.39%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 1.38%
21,616
-246
27
$3.77M 1.36%
37,134
-1,050
28
$3.77M 1.36%
7,765
-100
29
$3.56M 1.28%
14,048
-325
30
$3.56M 1.28%
12,051
+63
31
$3.44M 1.24%
26,236
+6,830
32
$3.36M 1.21%
18,258
+200
33
$3.35M 1.21%
26,611
+687
34
$3.33M 1.2%
28,788
+216
35
$3.3M 1.19%
54,701
+366
36
$3.26M 1.18%
57,844
+25,445
37
$3.17M 1.14%
17,547
+241
38
$3.01M 1.09%
95,770
+994
39
$2.96M 1.07%
5,139
+53
40
$2.96M 1.07%
48,142
-1,990
41
$2.91M 1.05%
16,514
+185
42
$2.89M 1.04%
13,626
+153
43
$2.87M 1.04%
22,810
+281
44
$2.84M 1.02%
+28,260
45
$2.81M 1.01%
19,700
-66
46
$2.73M 0.98%
20,019
+234
47
$2.66M 0.96%
17,274
+166
48
$2.61M 0.94%
31,033
-6
49
$2.38M 0.86%
19,667
-530
50
$2.28M 0.82%
86,609
-2,007
1
2
3 4