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
$222M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$568K
3
+$545K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$512K
5
XOM icon
Exxon Mobil
XOM
+$509K

Top Sells

1
+$382K
2
+$350K
3
+$226K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$109K
5
BP icon
BP
BP
+$101K

Sector Composition

1 Industrials 15.55%
2 Technology 12.19%
3 Consumer Staples 10.96%
4 Healthcare 10.41%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.57%
14,987
+312
52
$1.25M 0.56%
9,069
+209
53
$1.22M 0.55%
14,576
+4,625
54
$1.08M 0.48%
13,801
+1,674
55
$977K 0.44%
33,381
+3,384
56
$911K 0.41%
8,596
+3,613
57
$824K 0.37%
26,178
+2,586
58
$767K 0.35%
14,226
+4,025
59
$762K 0.34%
10,682
-85
60
$715K 0.32%
12,343
+3,456
61
$670K 0.3%
7,678
+24
62
$660K 0.3%
22,095
-3,395
63
$656K 0.3%
8,099
-78
64
$593K 0.27%
16,642
-99
65
$562K 0.25%
6,580
-111
66
$552K 0.25%
6,633
+24
67
$549K 0.25%
8,508
+55
68
$542K 0.24%
5,355
+645
69
$542K 0.24%
13,515
-1,095
70
$541K 0.24%
6,944
+22
71
$507K 0.23%
6,081
+32
72
$494K 0.22%
20,307
+6,720
73
$471K 0.21%
13,380
74
$462K 0.21%
13,360
-420
75
$461K 0.21%
5,739
+3
1 2
3
4 5