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
176
$118K 0.01%
+2,472
177
$117K 0.01%
+3,047
178
$116K 0.01%
3,483
-155
179
$114K 0.01%
2,041
+22
180
$109K 0.01%
+268
181
$106K 0.01%
+1,704
182
$105K 0.01%
1,796
+44
183
$105K 0.01%
+383
184
$103K 0.01%
+1,643
185
$103K 0.01%
2,914
+18
186
$101K 0.01%
+2,034
187
– –
-18,721
188
– –
-1,076
189
– –
-1,465
4 5 6 7
8