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
51
$2.2M 0.79%
4,938
-209
52
$1.98M 0.71%
6,013
+42
53
$1.87M 0.67%
17,552
+176
54
$1.57M 0.56%
118,445
-2,079
55
$1.54M 0.55%
18,093
+226
56
$1.53M 0.55%
24,948
-719
57
$1.43M 0.51%
+46,785
58
$1.31M 0.47%
+31,113
59
$1.26M 0.45%
11,097
+117
60
$1.26M 0.45%
1,807
+36
61
$1.2M 0.43%
24,790
+243
62
$1.13M 0.41%
265,433
-3,434
63
$1.06M 0.38%
+44,539
64
$1.03M 0.37%
+30,486
65
$1.01M 0.36%
123,862
+1,715
66
$973K 0.35%
+54,254
67
$958K 0.35%
57,589
-644
68
$917K 0.33%
7,130
-580
69
$860K 0.31%
21,846
+143
70
$850K 0.31%
6,360
-134
71
$787K 0.28%
35,015
-580
72
$765K 0.28%
496,782
-8,238
73
$765K 0.28%
64,363
-26,629
74
$738K 0.27%
182,323
-3,796
75
$693K 0.25%
72,140
-336
1 2
3
4