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
$264M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$848K
2 +$812K
3 +$667K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$598K
5
ETN icon
Eaton
ETN
+$484K

Top Sells

1 +$1.09M
2 +$483K
3 +$473K
4
GE icon
GE Aerospace
GE
+$432K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$388K

Sector Composition

1 Technology 13.47%
2 Industrials 12.18%
3 Financials 12.07%
4 Consumer Staples 10.81%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,231
127
-1,260
128
-2,655