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
$880M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$1.89M
3
+$1.84M
4
BLK icon
Blackrock
BLK
+$1.84M
5
BA icon
Boeing
BA
+$1.82M

Top Sells

1
+$7.48M
2
+$1.88M
3
+$1.39M
4
AMT icon
American Tower
AMT
+$1.26M
5
DOW icon
Dow Inc
DOW
+$1.14M

Sector Composition

1 Technology 16.59%
2 Financials 11.99%
3 Healthcare 10.57%
4 Industrials 10.55%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.03%
2,494
+11
127
$258K 0.03%
4,529
-276
128
$256K 0.03%
4,871
+108
129
$255K 0.03%
4,118
+39
130
$255K 0.03%
3,726
+22
131
$246K 0.03%
3,303
+1,676
132
$243K 0.03%
546
-131
133
$240K 0.03%
+5,890
134
$239K 0.03%
3,166
+18
135
$235K 0.03%
6,406
+275
136
$230K 0.03%
803
137
$213K 0.02%
712
+65
138
$212K 0.02%
1,593
+7
139
$207K 0.02%
1,692
+157
140
$206K 0.02%
5,665
141
$205K 0.02%
1,719
+7
142
$204K 0.02%
1,294
+130
143
$203K 0.02%
+521
144
$201K 0.02%
+4,008
145
$201K 0.02%
2,481
-1,147
146
$200K 0.02%
+4,431
147
$196K 0.02%
15,762
+315
148
$192K 0.02%
2,005
+131
149
$183K 0.02%
1,611
+18
150
$181K 0.02%
1,641
-88
4 5
6
7 8