BCP
Blue Chip Partners Portfolio holdings
AUM
$1.23B
1-Year Return
17.2%
This Quarter Return
+6.4%
1 Year Return
+17.2%
3 Year Return
+53.02%
5 Year Return
+106.36%
10 Year Return
+239.17%
AUM
$410M
AUM Growth
+$32.4M
(+8.6%)
Cap. Flow
+$9.67M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
33.9%
Holding
146
New
4
Increased
58
Reduced
60
Closed
12
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.99M |
| 2 |
Lockheed Martin
LMT
|
$1.39M |
| 3 |
Kimberly-Clark
KMB
|
$1.34M |
| 4 |
Comcast
CMCSA
|
$1.26M |
| 5 |
US Bancorp
USB
|
$1.11M |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.22M |
| 2 |
RTN
Raytheon Company
RTN
|
$953K |
| 3 |
Procter & Gamble
PG
|
$847K |
| 4 |
Boeing
BA
|
$603K |
| 5 |
British American Tobacco
BTI
|
$587K |
Sector Composition
| 1 | Technology | 12.25% |
| 2 | Financials | 10.99% |
| 3 | Consumer Staples | 10.61% |
| 4 | Industrials | 10.57% |
| 5 | Healthcare | 9.92% |
