BCP

Blue Chip Partners Portfolio holdings

AUM $1.38B
1-Year Est. Return 21.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$338M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$1.13M
3 +$884K
4
HD icon
Home Depot
HD
+$842K
5
ADNT icon
Adient
ADNT
+$756K

Top Sells

1 +$1.65M
2 +$754K
3 +$558K
4
CAH icon
Cardinal Health
CAH
+$403K
5
JCI icon
Johnson Controls International
JCI
+$238K

Sector Composition

1 Technology 13.09%
2 Financials 12.15%
3 Industrials 11%
4 Consumer Staples 9.86%
5 Healthcare 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-14,261
127
-2,986