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
$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 13.13%
3 Healthcare 7.79%
4 Financials 5.39%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.09%
43,805
-77
77
$36.5K 0.01%
10,000
-238,434
78
$31.9K 0.01%
15,000
-363,634
79
– –
-38,625
80
– –
-44,119
81
– –
-13,658
82
– –
-5,781
83
– –
-27,620
84
– –
-15,818
1 2 3
4