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
151
$117K 0.02%
2,184
+23
152
$110K 0.02%
2,086
+6
153
$107K 0.02%
1,560
+10
154
-960
155
-91,072
156
-1,600
157
-1,500