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
$1.03B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.34M
3
+$5.93M
4
ABT icon
Abbott
ABT
+$1.87M
5
MRK icon
Merck
MRK
+$1.76M

Top Sells

1
+$5.19M
2
+$4.12M
3
+$2.83M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.45M
5
AVGO icon
Broadcom
AVGO
+$2.43M

Sector Composition

1 Technology 15.82%
2 Financials 13.26%
3 Healthcare 12.37%
4 Consumer Staples 9.32%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$374K 0.04%
2,003
-50
102
$371K 0.04%
1,186
+671
103
$362K 0.04%
4,286
+4
104
$360K 0.04%
812
-35
105
$350K 0.03%
6,902
-196
106
$348K 0.03%
2,655
+15
107
$334K 0.03%
1,815
-1,041
108
$328K 0.03%
1,659
+8
109
$324K 0.03%
2,525
+10
110
$314K 0.03%
7,203
-289
111
$301K 0.03%
5,996
+47
112
$292K 0.03%
1,424
+8
113
$289K 0.03%
+601
114
$289K 0.03%
520
+1
115
$286K 0.03%
+5,500
116
$264K 0.03%
2,884
-705
117
$260K 0.03%
3,880
-1,465
118
$248K 0.02%
3,233
-176
119
$245K 0.02%
1,954
+222
120
$244K 0.02%
2,973
-16
121
$239K 0.02%
4,416
+1,975
122
$238K 0.02%
5,665
123
$235K 0.02%
8,757
+33
124
$235K 0.02%
1,631
+28
125
$232K 0.02%
5,521
-979
3 4
5
6 7