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
$1.16B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.04M
3
+$7.86M
4
ETN icon
Eaton
ETN
+$7.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.38M

Top Sells

1
+$18.5M
2
+$13.5M
3
+$2.9M
4
GPC icon
Genuine Parts
GPC
+$2.17M
5
MRK icon
Merck
MRK
+$1.98M

Sector Composition

1 Technology 15.88%
2 Financials 14.16%
3 Healthcare 10.99%
4 Consumer Discretionary 8.92%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.23%
23,528
-93
52
$2.69M 0.23%
38,138
-3,128
53
$2.65M 0.23%
5,449
-90
54
$2.59M 0.22%
+32,977
55
$2.49M 0.21%
+46,610
56
$2.46M 0.21%
11,406
+7,483
57
$2.35M 0.2%
12,413
+80
58
$2.29M 0.2%
17,360
+3,751
59
$2.28M 0.2%
+52,044
60
$2.17M 0.19%
24,026
-298
61
$2.14M 0.18%
+24,786
62
$2.13M 0.18%
3,634
-5
63
$2.09M 0.18%
8,018
-209
64
$2.08M 0.18%
15,104
+7,950
65
$2.05M 0.18%
15,292
-1,450
66
$2M 0.17%
8,613
+746
67
$1.86M 0.16%
45,833
+27,402
68
$1.84M 0.16%
49,656
-499,257
69
$1.83M 0.16%
+62,577
70
$1.82M 0.16%
12,603
-2,434
71
$1.77M 0.15%
17,811
+34
72
$1.7M 0.15%
35,145
-166
73
$1.66M 0.14%
7,057
-103
74
$1.62M 0.14%
10,606
+73
75
$1.59M 0.14%
4,382
-11
1 2
3
4 5