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
101
$403K 0.08%
5,144
+3,660
102
$396K 0.08%
4,201
+44
103
$393K 0.07%
2,619
+12
104
$384K 0.07%
18,063
+8,744
105
$381K 0.07%
2,197
-27
106
$363K 0.07%
1,234
+273
107
$337K 0.06%
2,562
-501
108
$328K 0.06%
3,052
+22
109
$323K 0.06%
6,589
-1,357
110
$308K 0.06%
6,061
+1,511
111
$304K 0.06%
2,103
+595
112
$295K 0.06%
31,691
-14,777
113
$288K 0.05%
1,951
+14
114
$288K 0.05%
1,953
+4
115
$285K 0.05%
16,952
+352
116
$276K 0.05%
3,143
+1,991
117
$276K 0.05%
1,667
+9
118
$272K 0.05%
3,180
+1,187
119
$271K 0.05%
12,816
+4,823
120
$269K 0.05%
4,508
-155
121
$263K 0.05%
7,325
+2,156
122
$257K 0.05%
2,720
+737
123
$250K 0.05%
1,103
+273
124
$250K 0.05%
4,908
+736
125
$242K 0.05%
1,223
-344
3 4
5
6 7