BCP

Blue Chip Partners Portfolio holdings

AUM $1.23B
1-Year Est. Return 17.2%
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.67M
3
+$4.61M
4
UPS icon
United Parcel Service
UPS
+$4.5M
5
GE icon
GE Aerospace
GE
+$4.26M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.53%
2 Technology 14.48%
3 Healthcare 12.18%
4 Energy 10.44%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.54%
+46,194
27
$2.17M 1.51%
+42,272
28
$2.14M 1.49%
+35,188
29
$1.99M 1.39%
+21,588
30
$1.86M 1.3%
+67,540
31
$1.77M 1.24%
+36,117
32
$1.72M 1.2%
+33,119
33
$1.69M 1.18%
+15,431
34
$1.63M 1.14%
+15,532
35
$1.56M 1.09%
+33,309
36
$1.49M 1.04%
+50,510
37
$1.49M 1.04%
+21,579
38
$1.33M 0.93%
+33,445
39
$1.28M 0.89%
+31,815
40
$1.28M 0.89%
+35,315
41
$1.2M 0.84%
+16,333
42
$1.13M 0.79%
+20,393
43
$1.13M 0.79%
+13,990
44
$1.07M 0.75%
+26,829
45
$1.05M 0.73%
+12,989
46
$1.02M 0.71%
+32,147
47
$1.01M 0.7%
+19,121
48
$1M 0.7%
+8,400
49
$998K 0.7%
+12,255
50
$975K 0.68%
+19,861
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2
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