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
$797M
AUM Growth
+$85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Sells

1 +$12.8M
2 +$8.28M
3 +$1.38M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$711K
5
MDT icon
Medtronic
MDT
+$647K

Sector Composition

1 Technology 18.77%
2 Healthcare 13.4%
3 Financials 13.3%
4 Consumer Staples 9.88%
5 Consumer Discretionary 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,133
177
-2,508
178
-2,178