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
$157M
AUM Growth
+$742K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.3M
3
+$680K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$674K
5
F icon
Ford
F
+$644K

Top Sells

1
+$1.21M
2
+$788K
3
+$431K
4
BP icon
BP
BP
+$429K
5
DEO icon
Diageo
DEO
+$311K

Sector Composition

1 Industrials 18.26%
2 Technology 13.86%
3 Financials 11.6%
4 Healthcare 11.15%
5 Consumer Staples 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$369K 0.23%
6,568
+561
77
$366K 0.23%
12,135
+4,381
78
$366K 0.23%
1,911
+115
79
$364K 0.23%
12,512
+510
80
$355K 0.23%
10,205
-1,114
81
$343K 0.22%
5,469
-183
82
$332K 0.21%
3,748
83
$300K 0.19%
6,785
+842
84
$291K 0.19%
7,091
+14
85
$291K 0.19%
2,455
+18
86
$286K 0.18%
3,037
+1,225
87
$274K 0.17%
3,302
+1,756
88
$267K 0.17%
7,501
89
$261K 0.17%
7,936
+77
90
$259K 0.16%
3,519
-231
91
$248K 0.16%
6,010
+41
92
$239K 0.15%
1,831
-671
93
$236K 0.15%
3,121
-275
94
$231K 0.15%
6,154
+45
95
$228K 0.15%
+6,882
96
$219K 0.14%
8,000
97
$216K 0.14%
2,991
98
$213K 0.14%
3,349
+16
99
$191K 0.12%
+4,006
100
$180K 0.11%
5,091
+43
1 2 3
4
5