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
$398M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$32.2M
2 +$7.42M
3 +$6.74M
4
DTE icon
DTE Energy
DTE
+$6.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.2M

Top Sells

1 +$8.76M
2 +$8.12M
3 +$7.52M
4
BLK icon
Blackrock
BLK
+$7.46M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$2.8M

Sector Composition

1 Healthcare 11.6%
2 Technology 10.49%
3 Consumer Staples 9.4%
4 Industrials 8.42%
5 Consumer Discretionary 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0
152
-2,509
153
-7,240
154
-98,870
155
-128,346
156
-1,290
157
-1,528
158
-1,835