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
51
$973K 0.62%
14,727
-4,255
52
$957K 0.61%
8,773
+2,858
53
$954K 0.61%
12,412
-38
54
$937K 0.6%
3,149
+826
55
$820K 0.52%
26,320
+560
56
$811K 0.52%
31,539
-16,670
57
$783K 0.5%
27,749
+11
58
$762K 0.49%
30,949
+10,198
59
$718K 0.46%
7,399
+38
60
$680K 0.43%
+10,901
61
$670K 0.43%
9,049
+478
62
$643K 0.41%
7,873
+37
63
$622K 0.4%
7,487
+25
64
$598K 0.38%
6,760
+18
65
$595K 0.38%
23,894
-9,668
66
$550K 0.35%
11,470
-8,998
67
$534K 0.34%
7,400
+69
68
$510K 0.32%
7,246
+1,281
69
$472K 0.3%
10,663
+223
70
$464K 0.3%
13,044
+1,487
71
$443K 0.28%
7,907
+277
72
$421K 0.27%
5,724
+5
73
$405K 0.26%
5,531
+357
74
$380K 0.24%
13,738
-6,516
75
$370K 0.24%
10,333
+6,503
1 2
3
4 5