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
$959M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$25.2M
2
+$7.93M
3
+$7.28M
4
JPIE icon
JPMorgan Income ETF
JPIE
+$7.27M
5
WM icon
Waste Management
WM
+$6.93M

Top Sells

1
+$23.3M
2
+$11.2M
3
+$11M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$2.56M
5
ABT icon
Abbott
ABT
+$730K

Sector Composition

1 Technology 16.62%
2 Financials 13.06%
3 Healthcare 11.77%
4 Industrials 9.03%
5 Consumer Staples 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$104K 0.01%
+425
177
$102K 0.01%
+638
178
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179
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180
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182
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-7,129
183
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-105,843
184
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185
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186
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-5,972
187
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188
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189
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190
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-3,037
191
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-3,484
4 5 6 7
8