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
201
-1,732
202
-900
203
-3,350
204
-2,133
205
-1,000