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
$143M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$4.97M
2 +$4.67M
3 +$4.61M
4
UPS icon
United Parcel Service
UPS
+$4.5M
5
GE icon
GE Aerospace
GE
+$4.26M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.53%
2 Technology 14.48%
3 Healthcare 12.18%
4 Energy 10.44%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$127K 0.09%
+2,655
102
$118K 0.08%
+1,131
103
$117K 0.08%
+1,902
104
$116K 0.08%
+1,121
105
$110K 0.08%
+2,766
106
$107K 0.07%
+958
107
$105K 0.07%
+3,386
108
$103K 0.07%
+931