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
$1.15B
AUM Growth
+$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13M
3
+$11.6M
4
PWR icon
Quanta Services
PWR
+$9.49M
5
ETN icon
Eaton
ETN
+$8.5M

Top Sells

1
+$19.6M
2
+$14.8M
3
+$13.6M
4
PEP icon
PepsiCo
PEP
+$10.1M
5
AVGO icon
Broadcom
AVGO
+$1.11M

Sector Composition

1 Technology 15.21%
2 Healthcare 13.02%
3 Financials 12.84%
4 Consumer Staples 9.43%
5 Consumer Discretionary 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$257K 0.02%
3,178
-32
127
$254K 0.02%
652
-75
128
$250K 0.02%
1,465
-495
129
$246K 0.02%
4,843
+2,313
130
$241K 0.02%
5,371
+6
131
$240K 0.02%
1,632
-21
132
$234K 0.02%
2,572
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133
$234K 0.02%
1,150
134
$232K 0.02%
2,375
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135
$227K 0.02%
8,067
+156
136
$227K 0.02%
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137
$226K 0.02%
15,447
138
$217K 0.02%
1,453
-1,294
139
$211K 0.02%
409
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140
$206K 0.02%
2,467
141
$205K 0.02%
2,678
-1,242
142
$199K 0.02%
4,644
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319
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8,848
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145
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2,196
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146
$190K 0.02%
1,337
-1,336
147
$186K 0.02%
323
148
$186K 0.02%
378
149
$182K 0.02%
2,333
+13
150
$181K 0.02%
821
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4 5
6
7 8