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
$143M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$4.67M
3
+$4.61M
4
UPS icon
United Parcel Service
UPS
+$4.5M
5
GE icon
GE Aerospace
GE
+$4.26M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.53%
2 Technology 14.48%
3 Healthcare 12.18%
4 Energy 10.44%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$336K 0.23%
+6,854
77
$330K 0.23%
+7,047
78
$316K 0.22%
+5,924
79
$307K 0.21%
+5,575
80
$306K 0.21%
+4,261
81
$305K 0.21%
+6,134
82
$298K 0.21%
+2,171
83
$284K 0.2%
+7,501
84
$281K 0.2%
+8,301
85
$279K 0.19%
+3,442
86
$260K 0.18%
+8,965
87
$245K 0.17%
+6,086
88
$236K 0.16%
+2,991
89
$228K 0.16%
+3,301
90
$181K 0.13%
+3,569
91
$175K 0.12%
+6,102
92
$173K 0.12%
+4,964
93
$169K 0.12%
+4,052
94
$160K 0.11%
+1,693
95
$158K 0.11%
+10,914
96
$147K 0.1%
+1,036
97
$145K 0.1%
+1,542
98
$142K 0.1%
+766
99
$140K 0.1%
+3,871
100
$137K 0.1%
+2,916
1 2 3
4
5