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
$277M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$2.84M
3
+$1.43M
4
SMCI icon
Super Micro Computer
SMCI
+$1.43M
5
MRCY icon
Mercury Systems
MRCY
+$1.31M

Top Sells

1
+$3.52M
2
+$2.9M
3
+$1.54M
4
THRM icon
Gentherm
THRM
+$1.29M
5
OLED icon
Universal Display
OLED
+$1.21M

Sector Composition

1 Technology 36.5%
2 Industrials 13.54%
3 Healthcare 7.38%
4 Financials 5.39%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 4.24%
235,817
-5,086
2
$11M 3.97%
121,748
-2,011
3
$10.3M 3.71%
76,704
+2,151
4
$10.2M 3.66%
176,686
-2,154
5
$9.21M 3.32%
41,986
+505
6
$8.7M 3.14%
29,323
+406
7
$8.4M 3.03%
111,121
-2,998
8
$8.35M 3.01%
19,803
+336
9
$7.89M 2.84%
71,392
+1,453
10
$7.49M 2.7%
14,356
+406
11
$6.6M 2.38%
19,733
+213
12
$6.13M 2.21%
9,746
+63
13
$5.86M 2.11%
214,744
-1,632
14
$5.66M 2.04%
36,543
-476
15
$5.65M 2.04%
31,066
+500
16
$5.6M 2.02%
9,570
+81
17
$5.53M 1.99%
137,124
-3,924
18
$5.13M 1.85%
6,644
+106
19
$4.96M 1.79%
14,937
+258
20
$4.61M 1.66%
+61,080
21
$4.55M 1.64%
24,054
+267
22
$4.17M 1.5%
18,467
+250
23
$4.11M 1.48%
24,622
+241
24
$4.1M 1.48%
45,907
+759
25
$3.94M 1.42%
33,551
+658
1
2 3 4