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
$1.03B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.34M
3
+$5.93M
4
ABT icon
Abbott
ABT
+$1.87M
5
MRK icon
Merck
MRK
+$1.76M

Top Sells

1
+$5.19M
2
+$4.12M
3
+$2.83M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.45M
5
AVGO icon
Broadcom
AVGO
+$2.43M

Sector Composition

1 Technology 15.82%
2 Financials 13.26%
3 Healthcare 12.37%
4 Consumer Staples 9.32%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$220K 0.02%
1,253
127
$220K 0.02%
2,644
-400
128
$212K 0.02%
1,921
-130
129
$210K 0.02%
323
+12
130
$206K 0.02%
15,447
131
$206K 0.02%
1,307
-65
132
$201K 0.02%
2,512
+35
133
$197K 0.02%
925
+168
134
$194K 0.02%
2,424
135
$192K 0.02%
2,288
+5
136
$187K 0.02%
2,309
+11
137
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435
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138
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2,190
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139
$177K 0.02%
+1,150
140
$176K 0.02%
+900
141
$175K 0.02%
505
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142
$171K 0.02%
6,165
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143
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144
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-113
145
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322
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146
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732
147
$157K 0.02%
1,206
-359
148
$157K 0.02%
2,227
-8,021
149
$157K 0.02%
1,219
+7
150
$153K 0.01%
+1,166
4 5
6
7 8