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
$177M
AUM Growth
-$264K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.33M
3
+$1.31M
4
MSFT icon
Microsoft
MSFT
+$180K
5
CRM icon
Salesforce
CRM
+$126K

Top Sells

1
+$2.62M
2
+$1.12M
3
+$97K
4
SPSC icon
SPS Commerce
SPSC
+$77.3K
5
CMG icon
Chipotle Mexican Grill
CMG
+$76.3K

Sector Composition

1 Technology 41.8%
2 Industrials 11.6%
3 Consumer Discretionary 10.65%
4 Financials 9.74%
5 Healthcare 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.98M 3.95%
24,758
+639
2
$6.05M 3.42%
45,280
+740
3
$5.98M 3.38%
36,400
+740
4
$5.22M 2.95%
164,905
-405
5
$4.94M 2.79%
18,986
+285
6
$4.75M 2.68%
59,478
+822
7
$4.74M 2.68%
8,312
-170
8
$4.71M 2.66%
17,352
+466
9
$4.63M 2.61%
8,573
+127
10
$4.35M 2.46%
25,973
+679
11
$4.33M 2.45%
80,582
+1,203
12
$4.06M 2.29%
12,252
+207
13
$3.98M 2.25%
75,749
+1,162
14
$3.65M 2.06%
15,226
-312
15
$3.62M 2.05%
78,013
+1,122
16
$3.48M 1.97%
81,960
+2,138
17
$3.47M 1.96%
16,348
+246
18
$3.37M 1.91%
5,855
-73
19
$3.31M 1.87%
20,492
-479
20
$3.24M 1.83%
126,869
-2,104
21
$3.09M 1.75%
20,877
+553
22
$3.03M 1.71%
10,630
+282
23
$3.01M 1.7%
112,577
-1,900
24
$2.96M 1.67%
5,744
-130
25
$2.9M 1.64%
5,842
+200
1
2 3