BCP

Blackhawk Capital Partners Portfolio holdings

AUM $217M
1-Year Est. Return 23.28%
This Quarter Est. Return
1 Year Est. Return
+23.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.18M
3
+$1.88M
4
KVUE icon
Kenvue
KVUE
+$1.79M
5
NEE icon
NextEra Energy
NEE
+$1.7M

Top Sells

1
+$2.18M
2
+$1.55M
3
+$1.46M
4
SLB icon
SLB Ltd
SLB
+$1.26M
5
APD icon
Air Products & Chemicals
APD
+$1.11M

Sector Composition

1 Technology 18.15%
2 Communication Services 9.88%
3 Consumer Discretionary 9.21%
4 Healthcare 9.04%
5 Industrials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.36%
+4,311
27
$2.05M 1.28%
11,274
-60
28
$1.97M 1.23%
4,334
-262
29
$1.96M 1.22%
2,810
-25
30
$1.95M 1.21%
4,041
+3,394
31
$1.93M 1.21%
44,362
+3,190
32
$1.91M 1.19%
25,084
-3,964
33
$1.88M 1.17%
+28,699
34
$1.84M 1.15%
11,646
-2,713
35
$1.79M 1.11%
+83,259
36
$1.76M 1.1%
17,249
-3,900
37
$1.7M 1.06%
+26,557
38
$1.66M 1.04%
16,992
-601
39
$1.61M 1%
17,800
+10,820
40
$1.55M 0.96%
25,253
-4,754
41
$1.54M 0.96%
16,953
-99
42
$1.54M 0.96%
9,713
-1,198
43
$1.49M 0.93%
13,156
-3,941
44
$1.48M 0.92%
+24,775
45
$1.48M 0.92%
19,331
-2,814
46
$1.47M 0.92%
+19,279
47
$1.45M 0.9%
+10,930
48
$1.39M 0.87%
4,934
-1,782
49
$1.37M 0.86%
+9,969
50
$1.37M 0.85%
2,609
-46
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2
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