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
$526M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$8.02M
3
+$3.65M
4
ABBV icon
AbbVie
ABBV
+$1.15M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1M

Top Sells

1
+$7.57M
2
+$7.39M
3
+$679K
4
NSC icon
Norfolk Southern
NSC
+$230K
5
BIIB icon
Biogen
BIIB
+$224K

Sector Composition

1 Technology 13.09%
2 Healthcare 12.34%
3 Consumer Staples 11.33%
4 Industrials 8%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$764K 0.15%
3,638
+443
77
$763K 0.15%
11,400
+200
78
$712K 0.14%
3,963
+151
79
$709K 0.13%
7,559
+72
80
$705K 0.13%
5,930
-446
81
$648K 0.12%
3,041
+180
82
$614K 0.12%
5,306
+21
83
$600K 0.11%
20,354
+254
84
$599K 0.11%
14,555
+8,355
85
$551K 0.1%
+1,705
86
$536K 0.1%
20,056
+178
87
$523K 0.1%
5,666
+90
88
$498K 0.09%
3,635
+19
89
$479K 0.09%
+5,716
90
$475K 0.09%
9,663
+146
91
$473K 0.09%
6,372
+361
92
$468K 0.09%
8,312
-2,403
93
$465K 0.09%
+6,234
94
$462K 0.09%
9,127
+64
95
$459K 0.09%
+5,663
96
$436K 0.08%
4,861
-146
97
$434K 0.08%
2,424
+26
98
$429K 0.08%
5,045
-734
99
$419K 0.08%
11,104
-3,724
100
$405K 0.08%
7,534
-1,118
2 3
4
5 6