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
$222M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$568K
3
+$545K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$512K
5
XOM icon
Exxon Mobil
XOM
+$509K

Top Sells

1
+$382K
2
+$350K
3
+$226K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$109K
5
BP icon
BP
BP
+$101K

Sector Composition

1 Industrials 15.55%
2 Technology 12.19%
3 Consumer Staples 10.96%
4 Healthcare 10.41%
5 Financials 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$427K 0.19%
10,592
+2,767
77
$416K 0.19%
11,540
+662
78
$416K 0.19%
12,688
-126
79
$409K 0.18%
3,748
80
$388K 0.17%
1,853
-74
81
$386K 0.17%
3,472
-304
82
$371K 0.17%
6,239
+1,050
83
$342K 0.15%
4,792
+903
84
$338K 0.15%
4,732
-685
85
$335K 0.15%
2,287
+44
86
$317K 0.14%
6,075
-216
87
$309K 0.14%
2,745
+23
88
$306K 0.14%
5,956
+39
89
$299K 0.13%
2,304
+912
90
$293K 0.13%
8,293
+792
91
$281K 0.13%
3,170
+24
92
$278K 0.13%
5,444
+3,369
93
$265K 0.12%
1,831
94
$258K 0.12%
6,264
+2,653
95
$257K 0.12%
6,797
-1,187
96
$251K 0.11%
2,991
97
$241K 0.11%
2,955
+15
98
$240K 0.11%
7,314
+30
99
$234K 0.11%
3,191
+16
100
$231K 0.1%
2,774
-539
1 2 3
4
5