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
$1.03B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.34M
3
+$5.93M
4
ABT icon
Abbott
ABT
+$1.87M
5
MRK icon
Merck
MRK
+$1.76M

Top Sells

1
+$5.19M
2
+$4.12M
3
+$2.83M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.45M
5
AVGO icon
Broadcom
AVGO
+$2.43M

Sector Composition

1 Technology 15.82%
2 Financials 13.26%
3 Healthcare 12.37%
4 Consumer Staples 9.32%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.23%
41,787
+2,828
52
$1.96M 0.19%
7,674
+20
53
$1.95M 0.19%
3,724
+17
54
$1.91M 0.19%
12,640
+110
55
$1.69M 0.16%
8,121
-471
56
$1.69M 0.16%
10,431
+35
57
$1.69M 0.16%
4,610
-68
58
$1.68M 0.16%
9,904
-14,484
59
$1.63M 0.16%
3,228
-157
60
$1.58M 0.15%
49,314
+100
61
$1.56M 0.15%
9,227
-1,518
62
$1.48M 0.14%
35,166
-5,105
63
$1.46M 0.14%
24,261
-6,921
64
$1.42M 0.14%
11,776
+91
65
$1.42M 0.14%
28,176
-156
66
$1.39M 0.14%
15,420
-2,400
67
$1.38M 0.13%
3,287
68
$1.32M 0.13%
3,690
+318
69
$1.3M 0.13%
3,892
+8
70
$1.21M 0.12%
19,823
+633
71
$1.21M 0.12%
18,445
+11,980
72
$1.11M 0.11%
9,551
+27
73
$1.08M 0.11%
6,187
-100
74
$1.07M 0.1%
7,234
-8,796
75
$980K 0.1%
24,036
+1,795
1 2
3
4 5