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
$192M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$1.91M
3
+$1.37M
4
POT
Potash Corp Of Saskatchewan
POT
+$847K
5
CVX icon
Chevron
CVX
+$656K

Top Sells

1
+$2.65M
2
+$783K
3
+$748K
4
AMLP icon
Alerian MLP ETF
AMLP
+$680K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$489K

Sector Composition

1 Industrials 16.83%
2 Technology 12.72%
3 Healthcare 10.56%
4 Financials 10.45%
5 Consumer Staples 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.59%
8,910
+137
52
$1.12M 0.58%
43,041
+12,092
53
$1.08M 0.56%
12,131
-281
54
$1.06M 0.55%
15,529
+128
55
$992K 0.52%
23,432
-150
56
$847K 0.44%
+49,457
57
$799K 0.42%
30,361
-1,178
58
$755K 0.39%
7,077
-322
59
$695K 0.36%
9,114
+65
60
$650K 0.34%
7,758
-115
61
$597K 0.31%
7,628
+868
62
$587K 0.31%
6,896
-591
63
$576K 0.3%
15,228
+2,184
64
$522K 0.27%
20,412
-3,482
65
$519K 0.27%
11,121
-349
66
$509K 0.27%
13,420
-12,900
67
$508K 0.26%
14,224
+3,891
68
$506K 0.26%
8,363
+456
69
$502K 0.26%
+12,900
70
$501K 0.26%
7,438
+38
71
$496K 0.26%
10,748
+85
72
$485K 0.25%
7,171
-75
73
$483K 0.25%
5,563
+32
74
$439K 0.23%
5,730
+6
75
$421K 0.22%
12,218
+83
1 2
3
4 5