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
$183M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.42M
3 +$2.4M
4
MS icon
Morgan Stanley
MS
+$2.14M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.61M

Top Sells

1 +$5.13M
2 +$4.64M
3 +$3.11M
4
BAC icon
Bank of America
BAC
+$2.48M
5
PANW icon
Palo Alto Networks
PANW
+$1.12M

Sector Composition

1 Technology 37.85%
2 Industrials 12.59%
3 Consumer Discretionary 10.07%
4 Healthcare 6.85%
5 Financials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-83,141