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
51
$1.36M 0.97%
+33,507
52
$1.3M 0.92%
+14,346
53
$1.29M 0.91%
+9,752
54
$1.22M 0.86%
+14,012
55
$1.15M 0.82%
+27,220
56
$1.14M 0.81%
+4,980
57
$868K 0.62%
+14,683
58
$757K 0.54%
+17,180
59
$642K 0.46%
+7,442
60
$233K 0.17%
+2,060
61
$65K 0.05%
+740
62
$58K 0.04%
+897
63
$19K 0.01%
+570
64
$18K 0.01%
+1,100
65
$11K 0.01%
+200
66
$8K 0.01%
+70
67
$8K 0.01%
+68
68
$8K 0.01%
+116
69
$8K 0.01%
+25
70
$7K 0.01%
+368
71
$5K ﹤0.01%
+300
72
$5K ﹤0.01%
+80
73
$4K ﹤0.01%
+10
74
$1K ﹤0.01%
+4
75
$1K ﹤0.01%
+48
1 2
3
4