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
$311M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.18M
2 +$2.05M
3 +$1.97M
4
BTI icon
British American Tobacco
BTI
+$1.76M
5
HD icon
Home Depot
HD
+$1.01M

Top Sells

1 +$2.34M
2 +$1.18M
3 +$595K
4
F icon
Ford
F
+$578K
5
GE icon
GE Aerospace
GE
+$259K

Sector Composition

1 Technology 12.45%
2 Industrials 11.85%
3 Financials 11.69%
4 Healthcare 10.37%
5 Consumer Staples 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
$103K 0.03%
938
-49
128
-941
129
-35,911