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
$259M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.64M
3
+$4.03M
4
AMD icon
Advanced Micro Devices
AMD
+$2.37M
5
SMCI icon
Super Micro Computer
SMCI
+$2.11M

Top Sells

1
+$2.89M
2
+$2.8M
3
+$2.36M
4
HXL icon
Hexcel
HXL
+$1.44M
5
PYPL icon
PayPal
PYPL
+$1.44M

Sector Composition

1 Technology 35.95%
2 Industrials 11.96%
3 Healthcare 6.96%
4 Communication Services 5.83%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 4.56%
+237,453
2
$11.1M 4.29%
121,805
+44,197
3
$10.5M 4.05%
84,660
-19,120
4
$10.1M 3.92%
178,561
+1,292
5
$8.66M 3.35%
19,366
-48
6
$7.98M 3.09%
41,284
-93
7
$7.13M 2.76%
39,159
-23
8
$7.1M 2.75%
41,904
-120
9
$6.66M 2.58%
28,765
-105
10
$6.33M 2.45%
9,634
-34
11
$6.18M 2.39%
13,883
-29
12
$5.89M 2.28%
6,501
+42
13
$5.81M 2.25%
215,941
+2,478
14
$5.46M 2.11%
37,051
+402
15
$5.46M 2.11%
143,934
-2,843
16
$4.99M 1.93%
19,426
-69
17
$4.86M 1.88%
69,565
+11,031
18
$4.76M 1.84%
9,449
-23
19
$4.64M 1.8%
+7,802
20
$4.58M 1.77%
14,594
+122
21
$3.93M 1.52%
54,133
-180
22
$3.87M 1.5%
18,133
-47
23
$3.86M 1.49%
24,284
-6,232
24
$3.83M 1.48%
6,897
+2
25
$3.72M 1.44%
16,514
-8
1
2 3 4