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
76
$541K 0.34%
23,324
-2,048
77
$535K 0.33%
10,364
-818
78
$509K 0.32%
5,963
-3,535
79
$509K 0.32%
2,571
-750
80
$492K 0.31%
3,831
+124
81
$488K 0.3%
16,566
-1,160
82
$487K 0.3%
2,771
-291
83
$456K 0.28%
1,756
84
$438K 0.27%
11,466
-14,688
85
$400K 0.25%
6,239
-3,097
86
$389K 0.24%
4,954
+420
87
$341K 0.21%
18,184
-812
88
$313K 0.2%
1,000
89
$310K 0.19%
5,652
-22,959
90
$288K 0.18%
+11,207
91
$270K 0.17%
609
+39
92
$262K 0.16%
2,219
-1,962
93
$244K 0.15%
5,612
+629
94
$232K 0.14%
+2,318
95
$229K 0.14%
+1,748
96
$205K 0.13%
+4,153
97
$204K 0.13%
+3,710
98
$202K 0.13%
+800
99
$150K 0.09%
10,731
-284
100
$115K 0.07%
+10,000
1 2 3
4
5