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
101
$438K 0.05%
6,737
-236
102
$430K 0.05%
1,519
+2
103
$422K 0.05%
2,758
+26
104
$404K 0.05%
2,509
-61
105
$391K 0.04%
2,755
+221
106
$373K 0.04%
2,655
+13
107
$372K 0.04%
1,007
+153
108
$363K 0.04%
7,708
109
$360K 0.04%
5,200
-275
110
$354K 0.04%
6,981
+49
111
$353K 0.04%
2,078
-205
112
$353K 0.04%
6,374
+2,346
113
$352K 0.04%
3,556
-96
114
$333K 0.04%
4,883
+2,725
115
$324K 0.04%
1,662
+34
116
$321K 0.04%
5,320
+11
117
$319K 0.04%
3,619
+144
118
$319K 0.04%
2,603
+18
119
$313K 0.04%
1,509
-157
120
$300K 0.03%
4,256
+9
121
$297K 0.03%
+12,279
122
$288K 0.03%
3,189
-255
123
$285K 0.03%
1,164
+9
124
$280K 0.03%
1,069
125
$272K 0.03%
17,038
+1,315
3 4
5
6 7