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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
% of AUM
89.99%
Top 10 Holdings %
Top 10 Hldgs %
32.38%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$5.4M |
| 2 |
Microsoft
MSFT
|
+$4.76M |
| 3 |
Plug Power
PLUG
|
+$4.68M |
| 4 |
PayPal
PYPL
|
+$4.58M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
1
Plug Power
PLUG
$2.87B
| $7M | 4.97% |
+206,589
| New | +$4.68M |
|
|
2
Amazon
AMZN
$2.92T
| $5.51M | 3.91% |
+33,840
| New | +$5.4M |
|
|
3
PayPal
PYPL
$48.9B
| $5.17M | 3.67% |
+22,094
| New | +$4.58M |
|
|
4
Microsoft
MSFT
$3.45T
| $4.93M | 3.5% |
+22,158
| New | +$4.76M |
|
|
5
Intuit
INTU
$86.5B
| $4.59M | 3.26% |
+12,090
| New | +$4.25M |
|
6
Apple
AAPL
$4.54T
| $4.01M | 2.85% |
+30,227
| New | +$3.64M |
|
7
Invesco FTSE RAFI US 1000 ETF
PRF
$9.79B
| $3.67M | 2.61% |
+137,770
| New | +$3.43M |
|
8
Alphabet (Google) Class A
GOOGL
$4.36T
| $3.66M | 2.6% |
+41,800
| New | +$3.52M |
|
9
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
| $3.63M | 2.57% |
+70,944
| New | +$3.61M |
|
10
Salesforce
CRM
$151B
| $3.43M | 2.44% |
+15,433
| New | +$3.75M |
|
|
XYZ
11
Block Inc
XYZ
$48.4B
| $3.38M | 2.4% |
+15,520
| New | +$3.03M |
|
12
Palo Alto Networks
PANW
$270B
| $3.18M | 2.26% |
+53,730
| New | +$2.51M |
|
13
Honeywell
HON
$77B
| $3.14M | 2.23% |
+15,678
| New | +$2.85M |
|
14
Shopify
SHOP
$152B
| $3.07M | 2.18% |
+27,090
| New | +$2.84M |
|
15
EPAM Systems
EPAM
$5.51B
| $3.05M | 2.17% |
+8,510
| New | +$2.84M |
|
16
Intuitive Surgical
ISRG
$127B
| $2.98M | 2.12% |
+10,944
| New | +$2.72M |
|
17
Adobe
ADBE
$99.5B
| $2.96M | 2.1% |
+5,908
| New | +$2.85M |
|
18
CRISPR Therapeutics
CRSP
$4.73B
| $2.88M | 2.04% |
+18,790
| New | +$2.22M |
|
19
American Express
AXP
$227B
| $2.79M | 1.98% |
+23,084
| New | +$2.56M |
|
20
Boeing
BA
$171B
| $2.51M | 1.78% |
+11,734
| New | +$2.26M |
|
21
Sabre
SABR
$731M
| $2.38M | 1.69% |
+198,375
| New | +$1.83M |
|
22
Hexcel
HXL
$7.79B
| $2.38M | 1.69% |
+49,008
| New | +$2.13M |
|
23
SPS Commerce
SPSC
$2.64B
| $2.26M | 1.6% |
+20,800
| New | +$1.95M |
|
24
Zebra Technologies
ZBRA
$14B
| $2.23M | 1.58% |
+5,793
| New | +$1.95M |
|
25
Bank of America
BAC
$435B
| $2.22M | 1.58% |
+73,202
| New | +$1.96M |
|
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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.