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
51
$832K 0.58%
+2,328
52
$767K 0.54%
+5,001
53
$766K 0.53%
+12,176
54
$702K 0.49%
+26,633
55
$700K 0.49%
+7,289
56
$694K 0.48%
+7,847
57
$689K 0.48%
+5,960
58
$688K 0.48%
+7,834
59
$599K 0.42%
+6,543
60
$582K 0.41%
+7,643
61
$546K 0.38%
+7,551
62
$513K 0.36%
+7,159
63
$491K 0.34%
+11,612
64
$457K 0.32%
+5,709
65
$455K 0.32%
+5,913
66
$445K 0.31%
+2,796
67
$418K 0.29%
+2,781
68
$415K 0.29%
+6,029
69
$400K 0.28%
+4,927
70
$373K 0.26%
+9,572
71
$367K 0.26%
+1,784
72
$364K 0.25%
+9,353
73
$355K 0.25%
+3,748
74
$346K 0.24%
+11,312
75
$340K 0.24%
+6,362
1 2
3
4 5