BIP
Bouvel Investment Partners Portfolio holdings
AUM
$296M
1-Year Est. Return
30.08%
1 Year Est. Return
+30.08%
AUM
$266M
AUM Growth
-$11.6M
(-4.2%)
Holding
84
Top Buys
| 1 | +$3.52M | |
| 2 | +$2.9M | |
| 3 | +$1.54M | |
| 4 |
Gentherm
THRM
|
+$1.29M |
| 5 |
Universal Display
OLED
|
+$1.21M |
Top Sells
| 1 | +$5.39M | |
| 2 | +$4.61M | |
| 3 | +$2.84M | |
| 4 |
Super Micro Computer
SMCI
|
+$1.43M |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$1.4M |
Sector Composition
| 1 | Technology | 36.11% |
| 2 | Industrials | 13.29% |
| 3 | Healthcare | 7.3% |
| 4 | Financials | 5.1% |
| 5 | Communication Services | 4.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
ChargePoint
CHPT
$252M
| $433K | 0.16% |
+15,818
|
|
||
77
Adaptive Biotechnologies
ADPT
$2.48B
| $225K | 0.08% |
43,882
+77
|
|
||
78
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.15B
| – | – |
-61,080
|
|
||
79
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
| – | – |
-28,260
|
|
||
80
Mercury Systems
MRCY
$4.53B
| – | – |
-31,113
|
|
||
|
81
Super Micro Computer
SMCI
$31B
| – | – |
-46,785
|
|
||
82
NuScale Power
SMR
$5.92B
| – | – |
-54,254
|
|
||
83
Symbotic
SYM
$7.63B
| – | – |
-44,539
|
|
||
|
TEM
84
Tempus AI
TEM
$15.2B
| – | – |
-30,486
|
|