BCP
Blackhawk Capital Partners Portfolio holdings
AUM
$217M
This Quarter Return
+3.08%
1 Year Return
+23.28%
3 Year Return
+76.5%
5 Year Return
+111.2%
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+3.3%)
Cap. Flow
+$3.32M
Cap. Flow
% of AUM
2.01%
Top 10 Holdings %
Top 10 Hldgs %
32.03%
Holding
120
New
20
Increased
36
Reduced
44
Closed
15
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.91M |
| 2 |
Workday
WDAY
|
$2.6M |
| 3 |
Franklin Resources
BEN
|
$1.93M |
| 4 |
WEC Energy
WEC
|
$1.53M |
| 5 |
Xcel Energy
XEL
|
$1.44M |
Top Sells
| 1 |
Albemarle
ALB
|
$2.89M |
| 2 |
3M
MMM
|
$1.71M |
| 3 |
Salesforce
CRM
|
$1.64M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.51M |
| 5 |
Expedia Group
EXPE
|
$1.37M |
Sector Composition
| 1 | Technology | 22.21% |
| 2 | Communication Services | 9.91% |
| 3 | Healthcare | 8.45% |
| 4 | Financials | 7.32% |
| 5 | Consumer Discretionary | 6.61% |
