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
$526M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$8.02M
3
+$3.65M
4
ABBV icon
AbbVie
ABBV
+$1.15M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1M

Top Sells

1
+$7.57M
2
+$7.39M
3
+$679K
4
NSC icon
Norfolk Southern
NSC
+$230K
5
BIIB icon
Biogen
BIIB
+$224K

Sector Composition

1 Technology 13.09%
2 Healthcare 12.34%
3 Consumer Staples 11.33%
4 Industrials 8%
5 Communication Services 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$241K 0.05%
2,375
+753
127
$236K 0.04%
1,766
+11
128
$220K 0.04%
2,882
+806
129
$218K 0.04%
1,936
+643
130
$203K 0.04%
3,410
+14
131
$203K 0.04%
+1,078
132
$199K 0.04%
+395
133
$189K 0.04%
921
+64
134
$188K 0.04%
5,050
-507
135
$184K 0.04%
+1,040
136
$181K 0.03%
+3,543
137
$175K 0.03%
3,262
+1,338
138
$166K 0.03%
707
+200
139
$163K 0.03%
+598
140
$161K 0.03%
2,679
-543
141
$161K 0.03%
1,738
+18
142
$157K 0.03%
+2,464
143
$153K 0.03%
+2,661
144
$152K 0.03%
1,268
+6
145
$152K 0.03%
+10,089
146
$145K 0.03%
+687
147
$144K 0.03%
+438
148
$143K 0.03%
+2,390
149
$142K 0.03%
2,263
-263
150
$118K 0.02%
710
+2
3 4 5
6
7