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
$1.15B
AUM Growth
+$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13M
3
+$11.6M
4
PWR icon
Quanta Services
PWR
+$9.49M
5
ETN icon
Eaton
ETN
+$8.5M

Top Sells

1
+$19.6M
2
+$14.8M
3
+$13.6M
4
PEP icon
PepsiCo
PEP
+$10.1M
5
AVGO icon
Broadcom
AVGO
+$1.11M

Sector Composition

1 Technology 15.21%
2 Healthcare 13.02%
3 Financials 12.84%
4 Consumer Staples 9.43%
5 Consumer Discretionary 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$440K 0.04%
+1,769
102
$427K 0.04%
3,004
-798
103
$411K 0.04%
4,595
104
$401K 0.03%
3,917
-26
105
$394K 0.03%
807
-1
106
$386K 0.03%
4,001
-1,047
107
$378K 0.03%
5,500
108
$377K 0.03%
6,898
-710
109
$367K 0.03%
1,827
-951
110
$356K 0.03%
3,716
-558
111
$350K 0.03%
1,775
-124
112
$341K 0.03%
1,483
-205
113
$335K 0.03%
678
+92
114
$330K 0.03%
6,479
-483
115
$324K 0.03%
6,354
-587
116
$323K 0.03%
3,353
+21
117
$312K 0.03%
2,544
+9
118
$283K 0.02%
1,371
+7
119
$282K 0.02%
5,665
120
$266K 0.02%
1,016
+18
121
$265K 0.02%
+5,324
122
$263K 0.02%
1,622
+12
123
$259K 0.02%
1,091
+162
124
$259K 0.02%
3,288
+28
125
$258K 0.02%
3,905
+13
3 4
5
6 7