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
$1.03B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.34M
3
+$5.93M
4
ABT icon
Abbott
ABT
+$1.87M
5
MRK icon
Merck
MRK
+$1.76M

Top Sells

1
+$5.19M
2
+$4.12M
3
+$2.83M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.45M
5
AVGO icon
Broadcom
AVGO
+$2.43M

Sector Composition

1 Technology 15.82%
2 Financials 13.26%
3 Healthcare 12.37%
4 Consumer Staples 9.32%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$152K 0.01%
629
-29
152
$151K 0.01%
+378
153
$147K 0.01%
3,329
-212
154
$145K 0.01%
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155
$144K 0.01%
2,208
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156
$144K 0.01%
8,157
-7,114
157
$141K 0.01%
+789
158
$140K 0.01%
3,083
-83
159
$137K 0.01%
5,431
-1,868
160
$136K 0.01%
+1,058
161
$135K 0.01%
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162
$134K 0.01%
1,089
-91
163
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+10,000
164
$128K 0.01%
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165
$128K 0.01%
426
+1
166
$126K 0.01%
2,090
-1,339
167
$124K 0.01%
1,011
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168
$121K 0.01%
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169
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789
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170
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2,520
-2,903
171
$116K 0.01%
1,230
-371
172
$113K 0.01%
+36
173
$112K 0.01%
+615
174
$111K 0.01%
+553
175
$111K 0.01%
+200
4 5 6
7
8