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
$880M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$1.89M
3
+$1.84M
4
BLK icon
Blackrock
BLK
+$1.84M
5
BA icon
Boeing
BA
+$1.82M

Top Sells

1
+$7.48M
2
+$1.88M
3
+$1.39M
4
AMT icon
American Tower
AMT
+$1.26M
5
DOW icon
Dow Inc
DOW
+$1.14M

Sector Composition

1 Technology 16.59%
2 Financials 11.99%
3 Healthcare 10.57%
4 Industrials 10.55%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.13%
10,507
-1,432
77
$1.03M 0.12%
7,495
-125
78
$1.03M 0.12%
3,386
+9
79
$992K 0.11%
18,625
-21,382
80
$989K 0.11%
9,221
+86
81
$948K 0.11%
19,128
-340
82
$909K 0.1%
6,111
-241
83
$903K 0.1%
10,720
-326
84
$868K 0.1%
16,914
-889
85
$845K 0.1%
1,803
+38
86
$809K 0.09%
6,095
-574
87
$792K 0.09%
3,164
+320
88
$723K 0.08%
47,777
-2,027
89
$719K 0.08%
17,010
-450
90
$688K 0.08%
8,302
-830
91
$659K 0.07%
17,479
-56
92
$657K 0.07%
3,888
+6
93
$611K 0.07%
3,427
+1,073
94
$536K 0.06%
11,829
-1,210
95
$530K 0.06%
1,308
+11
96
$516K 0.06%
38,924
-13,486
97
$498K 0.06%
7,379
+139
98
$481K 0.05%
2,884
+12
99
$479K 0.05%
9,363
-650
100
$468K 0.05%
11,048
-731
2 3
4
5 6