BCP
Blue Chip Partners Portfolio holdings
AUM
$1.23B
This Quarter Return
+7.82%
1 Year Return
+17.2%
3 Year Return
+53.02%
5 Year Return
+106.36%
10 Year Return
+239.17%
AUM
$651M
AUM Growth
+$651M
(+1.9%)
Cap. Flow
-$21.3M
Cap. Flow
% of AUM
-3.28%
Top 10 Holdings %
Top 10 Hldgs %
36.61%
Holding
168
New
22
Increased
51
Reduced
81
Closed
10
Top Buys
| 1 |
Dow Inc
DOW
|
$14.7M |
| 2 |
Caterpillar
CAT
|
$12.4M |
| 3 |
Truist Financial
TFC
|
$11M |
| 4 |
Philip Morris
PM
|
$9.63M |
| 5 |
Paychex
PAYX
|
$6.74M |
Top Sells
| 1 |
Amazon
AMZN
|
$12.1M |
| 2 |
Adobe
ADBE
|
$10.6M |
| 3 |
DTE Energy
DTE
|
$10M |
| 4 |
Procter & Gamble
PG
|
$8.85M |
| 5 |
Lockheed Martin
LMT
|
$7.26M |
Sector Composition
| 1 | Technology | 16.45% |
| 2 | Financials | 13.98% |
| 3 | Healthcare | 13.98% |
| 4 | Communication Services | 11% |
| 5 | Consumer Staples | 8.13% |
