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
76
$1K ﹤0.01%
+46
77
$0 ﹤0.01%
+25