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
$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 11.96%
3 Healthcare 6.96%
4 Communication Services 5.83%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.7%
+32,787
52
$1.79M 0.69%
89,532
+4
53
$1.51M 0.58%
26,154
-292
54
$1.38M 0.53%
13,807
55
$1.38M 0.53%
27,894
+23
56
$1.31M 0.51%
301,980
+240
57
$1.23M 0.48%
5,870
+6
58
$1.2M 0.46%
305,730
+57
59
$1.18M 0.46%
21,932
+4
60
$1.16M 0.45%
18,041
+8
61
$1.16M 0.45%
17,579
-15
62
$1.06M 0.41%
1,795
+2
63
$1.02M 0.4%
+5,973
64
$962K 0.37%
+11,113
65
$957K 0.37%
8,061
-185
66
$943K 0.36%
270,925
+1,958
67
$888K 0.34%
381,110
+16,056
68
$862K 0.33%
139,719
+63
69
$812K 0.31%
24,491
+238
70
$695K 0.27%
74,698
-2,149
71
$684K 0.26%
6,556
-174
72
$671K 0.26%
251,304
+78
73
$628K 0.24%
56,252
+1,658
74
$475K 0.18%
269,938
+89
75
$472K 0.18%
15,621
+458
1 2
3
4