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
1
$10.4M 5.68%
187,436
-2,966
2
$6.98M 3.82%
165,060
+1,970
3
$6.44M 3.52%
18,900
+496
4
$5.94M 3.25%
73,210
-57,204
5
$5.21M 2.85%
40,764
-8,780
6
$5.19M 2.84%
39,824
+914
7
$5.08M 2.78%
155,205
-3,125
8
$4.87M 2.67%
27,972
+747
9
$4.62M 2.53%
13,507
+437
10
$4.54M 2.48%
37,895
+871
11
$4.47M 2.45%
23,273
+925
12
$4.28M 2.34%
9,342
+225
13
$4.15M 2.27%
22,573
+610
14
$3.99M 2.19%
18,904
+488
15
$3.68M 2.02%
17,752
+407
16
$3.37M 1.85%
56,441
+1,575
17
$3.23M 1.77%
15,688
-217
18
$3.21M 1.76%
6,569
+238
19
$2.99M 1.64%
15,739
-4,904
20
$2.97M 1.63%
14,058
+382
21
$2.82M 1.55%
91,237
-93
22
$2.81M 1.54%
+13,979
23
$2.73M 1.5%
125,609
+5,367
24
$2.71M 1.48%
27,652
+779
25
$2.65M 1.45%
9,242
+274
1
2 3 4