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
$880M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$1.89M
3
+$1.84M
4
BLK icon
Blackrock
BLK
+$1.84M
5
BA icon
Boeing
BA
+$1.82M

Top Sells

1
+$7.48M
2
+$1.88M
3
+$1.39M
4
AMT icon
American Tower
AMT
+$1.26M
5
DOW icon
Dow Inc
DOW
+$1.14M

Sector Composition

1 Technology 16.59%
2 Financials 11.99%
3 Healthcare 10.57%
4 Industrials 10.55%
5 Consumer Staples 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$180K 0.02%
2,077
+9
152
$175K 0.02%
3,046
+40
153
$174K 0.02%
7,053
+37
154
$172K 0.02%
2,317
+57
155
$170K 0.02%
2,662
+39
156
$168K 0.02%
1,291
-680
157
$166K 0.02%
2,267
-160
158
$164K 0.02%
532
+33
159
$163K 0.02%
407
+64
160
$163K 0.02%
2,243
+40
161
$163K 0.02%
2,485
-421
162
$162K 0.02%
5,688
+42
163
$155K 0.02%
2,178
+3
164
$151K 0.02%
947
+6
165
$147K 0.02%
8,675
+66
166
$143K 0.02%
1,858
-270
167
$141K 0.02%
309
+1
168
$138K 0.02%
2,797
169
$135K 0.02%
1,209
+55
170
$133K 0.02%
767
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171
$132K 0.02%
5,972
-983
172
$127K 0.01%
646
+3
173
$122K 0.01%
3,169
+7
174
$122K 0.01%
+605
175
$120K 0.01%
2,125
+2
4 5 6
7
8