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
$148M
AUM Growth
+$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.13M
3
+$488K
4
BP icon
BP
BP
+$336K
5
CVX icon
Chevron
CVX
+$312K

Top Sells

1
+$604K
2
+$278K
3
+$195K
4
GE icon
GE Aerospace
GE
+$190K
5
AEP icon
American Electric Power
AEP
+$189K

Sector Composition

1 Industrials 18.15%
2 Technology 13.74%
3 Healthcare 11.5%
4 Financials 11.06%
5 Consumer Staples 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.62M 3.13%
42,301
-899
2
$4.39M 2.98%
43,664
-419
3
$4.34M 2.94%
106,662
-400
4
$4.04M 2.74%
83,072
-1,871
5
$4M 2.71%
46,666
-1,277
6
$3.99M 2.71%
33,583
-1,602
7
$3.97M 2.69%
40,938
+462
8
$3.96M 2.68%
74,967
+2,927
9
$3.84M 2.6%
55,391
-232
10
$3.78M 2.56%
38,837
-388
11
$3.77M 2.55%
74,462
+4,224
12
$3.56M 2.41%
43,382
-207
13
$3.48M 2.36%
+32,183
14
$3.45M 2.34%
56,914
-1,187
15
$3.38M 2.29%
122,914
+455
16
$3.13M 2.12%
+38,165
17
$2.94M 1.99%
72,609
-3,816
18
$2.94M 1.99%
28,010
+2,975
19
$2.93M 1.99%
181,728
+3,853
20
$2.92M 1.98%
53,729
-3,592
21
$2.81M 1.9%
56,096
-1,303
22
$2.73M 1.85%
49,844
-1,815
23
$2.64M 1.79%
31,048
+930
24
$2.6M 1.76%
39,388
-1,226
25
$2.5M 1.69%
42,657
-45
1
2 3 4 5