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
$1.15B
AUM Growth
+$68.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$13M
3
+$11.6M
4
PWR icon
Quanta Services
PWR
+$9.49M
5
ETN icon
Eaton
ETN
+$8.5M

Top Sells

1
+$19.6M
2
+$14.8M
3
+$13.6M
4
PEP icon
PepsiCo
PEP
+$10.1M
5
AVGO icon
Broadcom
AVGO
+$1.11M

Sector Composition

1 Technology 15.21%
2 Healthcare 13.02%
3 Financials 12.84%
4 Consumer Staples 9.43%
5 Consumer Discretionary 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$179K 0.02%
1,171
+2
152
$178K 0.02%
3,438
-210
153
$178K 0.02%
2,016
+8
154
$175K 0.02%
3,300
+17
155
$174K 0.02%
743
+3
156
$173K 0.02%
2,230
+11
157
$173K 0.02%
489
-17
158
$173K 0.02%
860
+79
159
$169K 0.01%
2,100
+6
160
$161K 0.01%
1,192
+7
161
$160K 0.01%
1,340
+282
162
$159K 0.01%
789
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163
$158K 0.01%
5,417
-14
164
$157K 0.01%
222
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165
$154K 0.01%
1,500
166
$152K 0.01%
802
+11
167
$147K 0.01%
1,096
+7
168
$142K 0.01%
10,000
169
$141K 0.01%
+4,493
170
$139K 0.01%
877
171
$137K 0.01%
1,994
-1,673
172
$137K 0.01%
3,055
+14
173
$137K 0.01%
2,116
+9
174
$137K 0.01%
217
-304
175
$136K 0.01%
456
-163
5 6
7
8 9