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
$1.16B
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$8.04M
3
+$7.86M
4
ETN icon
Eaton
ETN
+$7.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.38M

Top Sells

1
+$18.5M
2
+$13.5M
3
+$2.9M
4
GPC icon
Genuine Parts
GPC
+$2.17M
5
MRK icon
Merck
MRK
+$1.98M

Sector Composition

1 Technology 15.88%
2 Financials 14.16%
3 Healthcare 10.99%
4 Consumer Discretionary 8.92%
5 Consumer Staples 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$204K 0.02%
409
152
$201K 0.02%
385
+7
153
$93.8K 0.01%
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