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
$137M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$3.17M
3
+$2.83M
4
MMM icon
3M
MMM
+$2.76M
5
ECL icon
Ecolab
ECL
+$2.41M

Top Sells

1
+$4.78M
2
+$4.75M
3
+$3.51M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.74M
5
VZ icon
Verizon
VZ
+$2.09M

Sector Composition

1 Healthcare 14.2%
2 Technology 11.48%
3 Financials 10.41%
4 Industrials 9.31%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.95M 5.08%
42,131
-393
2
$5.94M 4.35%
+368,643
3
$4.21M 3.08%
52,224
+1,361
4
$3.57M 2.61%
32,579
-11,708
5
$3.54M 2.59%
12,296
-841
6
$3.53M 2.58%
16,641
+6,103
7
$3.24M 2.37%
19,594
+14,538
8
$3.19M 2.33%
30,773
-1,297
9
$3.17M 2.32%
+62,262
10
$3.09M 2.26%
35,417
-3,794
11
$2.88M 2.11%
28,468
-480
12
$2.86M 2.09%
27,694
-4,310
13
$2.83M 2.07%
+62,696
14
$2.77M 2.03%
22,611
+15,075
15
$2.76M 2.02%
+31,396
16
$2.54M 1.86%
11,277
-1,653
17
$2.53M 1.85%
73,167
+15,313
18
$2.38M 1.74%
9,610
+2,665
19
$2.36M 1.72%
23,539
-3,173
20
$2.33M 1.7%
+75,420
21
$2.13M 1.56%
+32,154
22
$2.08M 1.52%
6,750
-1,774
23
$2.05M 1.5%
18,729
+11,809
24
$2.03M 1.48%
17,978
+721
25
$2.01M 1.47%
+75,124
1
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