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
$880M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$1.89M
3
+$1.84M
4
BLK icon
Blackrock
BLK
+$1.84M
5
BA icon
Boeing
BA
+$1.82M

Top Sells

1
+$7.48M
2
+$1.88M
3
+$1.39M
4
AMT icon
American Tower
AMT
+$1.26M
5
DOW icon
Dow Inc
DOW
+$1.14M

Sector Composition

1 Technology 16.59%
2 Financials 11.99%
3 Healthcare 10.57%
4 Industrials 10.55%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 0.28%
19,216
-625
52
$2.49M 0.28%
11,213
-2,660
53
$2.45M 0.28%
16,344
-1,010
54
$2.37M 0.27%
14,609
+1,119
55
$1.89M 0.21%
+16,584
56
$1.84M 0.21%
+22,630
57
$1.72M 0.2%
7,593
+43
58
$1.7M 0.19%
3,474
-418
59
$1.66M 0.19%
31,599
-534
60
$1.65M 0.19%
65,948
-8,755
61
$1.65M 0.19%
16,807
+138
62
$1.56M 0.18%
13,000
-201
63
$1.51M 0.17%
30,114
-654
64
$1.46M 0.17%
8,421
-124
65
$1.45M 0.16%
3,267
+265
66
$1.38M 0.16%
10,284
+20
67
$1.37M 0.16%
11,546
-38
68
$1.34M 0.15%
44,732
+230
69
$1.34M 0.15%
3,870
+7
70
$1.33M 0.15%
48,860
+170
71
$1.31M 0.15%
38,824
-55,917
72
$1.23M 0.14%
11,573
+2,077
73
$1.19M 0.14%
16,097
-624
74
$1.14M 0.13%
+25,041
75
$1.13M 0.13%
3,313
1 2
3
4 5