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BIP

Bouvel Investment Partners Portfolio holdings

AUM $442M
1-Year Est. Return 70.77%
This Fund
S&P 500
This Quarter Est. Return
+31.29%
1 Year Est. Return
+70.77%
3 Year Est. Return
+187.45%
5 Year Est. Return
+196.74%
10 Year Est. Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow %
89.99%
Top 10 Hldgs %
32.38%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$5.4M
2
MSFT icon
Microsoft
MSFT
+$4.76M
3
PLUG icon
Plug Power
PLUG
+$4.68M
4
PYPL icon
PayPal
PYPL
+$4.58M
5
INTU icon
Intuit
INTU
+$4.25M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
T icon
76
AT&T
T
$165B
$1K ﹤0.01%
+46
New +$992
F icon
77
Ford
F
$55.8B
$0 ﹤0.01%
+25
New +$209
1 2 3
4

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Bouvel Investment Partners's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Bouvel Investment Partners, which disclosed 77 positions worth $141M. Its ten largest holdings account for 32% of the portfolio.

Its largest position is Amazon: 33,840 shares worth $5.51M.

By sector, the portfolio is most concentrated in Technology at 40% of assets, followed by Industrials and Healthcare.

  • Bouvel Investment Partners's largest Q4 2020 buy was Amazon: 33,840 shares worth $5.51M.
  • Bouvel Investment Partners's ten largest holdings make up 32% of its $141M portfolio in Q4 2020.
  • Bouvel Investment Partners disclosed 77 positions in Q4 2020, its first 13F filing on record.

Based on Bouvel Investment Partners's 13F filing for Q4 2020, filed 2 Feb 2021.