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
$287M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$4.19M
2 +$3.78M
3 +$2.97M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M
5
HD icon
Home Depot
HD
+$1.02M

Top Sells

1 +$3.77M
2 +$1.32M
3 +$1.08M
4
GPC icon
Genuine Parts
GPC
+$518K
5
DD icon
DuPont de Nemours
DD
+$285K

Sector Composition

1 Technology 12.51%
2 Financials 11.93%
3 Industrials 11.86%
4 Consumer Staples 10.68%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
$100K 0.03%
+1,919
128
-1,948
129
-5,606