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
$526M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$8.02M
3
+$3.65M
4
ABBV icon
AbbVie
ABBV
+$1.15M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1M

Top Sells

1
+$7.57M
2
+$7.39M
3
+$679K
4
NSC icon
Norfolk Southern
NSC
+$230K
5
BIIB icon
Biogen
BIIB
+$224K

Sector Composition

1 Technology 13.09%
2 Healthcare 12.34%
3 Consumer Staples 11.33%
4 Industrials 8%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.21M 0.42%
31,853
+423
52
$2.18M 0.41%
19,132
+577
53
$2.17M 0.41%
48,412
+769
54
$2.09M 0.4%
29,926
-1,096
55
$2.02M 0.39%
6,218
+10
56
$1.88M 0.36%
21,301
-366
57
$1.8M 0.34%
9,962
+441
58
$1.58M 0.3%
38,920
+11
59
$1.49M 0.28%
15,754
+53
60
$1.43M 0.27%
15,306
+6,658
61
$1.43M 0.27%
11,458
+701
62
$1.24M 0.24%
43,950
+323
63
$1.21M 0.23%
4,115
+654
64
$1.16M 0.22%
29,376
-525
65
$1.12M 0.21%
16,700
+1,120
66
$1.1M 0.21%
3,434
+14
67
$987K 0.19%
16,494
+91
68
$973K 0.19%
13,559
+652
69
$972K 0.18%
10,520
+1,180
70
$959K 0.18%
+7,375
71
$926K 0.18%
+19,136
72
$864K 0.16%
6,855
+90
73
$822K 0.16%
13,938
+522
74
$784K 0.15%
3,765
+8
75
$776K 0.15%
9,120
+2,123
1 2
3
4 5