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
$1.16B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.04M
3
+$7.86M
4
ETN icon
Eaton
ETN
+$7.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.38M

Top Sells

1
+$18.5M
2
+$13.5M
3
+$2.9M
4
GPC icon
Genuine Parts
GPC
+$2.17M
5
MRK icon
Merck
MRK
+$1.98M

Sector Composition

1 Technology 15.88%
2 Financials 14.16%
3 Healthcare 10.99%
4 Consumer Discretionary 8.92%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.52M 0.13%
11,940
+249
77
$1.52M 0.13%
3,415
-83
78
$1.51M 0.13%
3,322
-4
79
$1.34M 0.12%
12,476
+2,860
80
$1.32M 0.11%
3,679
+24
81
$1.29M 0.11%
8,402
-333
82
$1.2M 0.1%
23,729
-759
83
$1.19M 0.1%
65,256
+1,220
84
$1.15M 0.1%
6,050
+34
85
$1.14M 0.1%
27,127
-638
86
$1.03M 0.09%
17,521
+15,405
87
$953K 0.08%
16,565
-174
88
$855K 0.07%
24,732
89
$833K 0.07%
6,602
-1,399
90
$832K 0.07%
3,786
+170
91
$784K 0.07%
3,239
92
$741K 0.06%
1,846
+7
93
$713K 0.06%
1,986
-1
94
$689K 0.06%
1,678
+16
95
$684K 0.06%
11,557
-171
96
$684K 0.06%
2,696
-330
97
$669K 0.06%
1,579
+389
98
$641K 0.06%
+5,284
99
$621K 0.05%
10,036
+6
100
$612K 0.05%
+8,505
2 3
4
5 6