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
$157M
AUM Growth
+$742K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.3M
3
+$680K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$674K
5
F icon
Ford
F
+$644K

Top Sells

1
+$1.21M
2
+$788K
3
+$431K
4
BP icon
BP
BP
+$429K
5
DEO icon
Diageo
DEO
+$311K

Sector Composition

1 Industrials 18.26%
2 Technology 13.86%
3 Financials 11.6%
4 Healthcare 11.15%
5 Consumer Staples 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 1.53%
60,708
+5,479
27
$2.31M 1.47%
31,025
-3,627
28
$2.25M 1.43%
26,317
+685
29
$2.18M 1.39%
46,047
+3,578
30
$2.04M 1.3%
45,614
+5,100
31
$2.02M 1.29%
40,576
+8
32
$2.02M 1.28%
50,119
+745
33
$1.98M 1.26%
36,827
-22,595
34
$1.97M 1.26%
34,723
+754
35
$1.91M 1.22%
69,364
+732
36
$1.85M 1.18%
62,041
+6,934
37
$1.72M 1.09%
14,883
+130
38
$1.66M 1.06%
11,993
+895
39
$1.65M 1.05%
11,869
+2,821
40
$1.64M 1.05%
21,491
+2,773
41
$1.59M 1.01%
32,033
+26,297
42
$1.48M 0.94%
18,763
-9,993
43
$1.44M 0.92%
42,578
+10,810
44
$1.42M 0.9%
17,873
+1,735
45
$1.31M 0.83%
23,172
+3,646
46
$1.25M 0.79%
23,888
+1,590
47
$1.21M 0.77%
18,519
+4,424
48
$1.14M 0.73%
23,582
+4,582
49
$1.05M 0.67%
13,712
+3,497
50
$1.05M 0.67%
15,401
-932
1
2
3 4 5