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
$157M
AUM Growth
+$742K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.3M
3
+$680K
4
DOL icon
WisdomTree True Developed International Fund
DOL
+$674K
5
F icon
Ford
F
+$644K

Top Sells

1
+$1.21M
2
+$788K
3
+$431K
4
BP icon
BP
BP
+$429K
5
DEO icon
Diageo
DEO
+$311K

Sector Composition

1 Industrials 18.26%
2 Technology 13.86%
3 Financials 11.6%
4 Healthcare 11.15%
5 Consumer Staples 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.37M 3.42%
121,353
+6,433
2
$4.81M 3.06%
44,059
+1,614
3
$4.63M 2.95%
49,626
+2,217
4
$4.45M 2.83%
36,779
+545
5
$4.42M 2.81%
44,742
+2,455
6
$4.37M 2.78%
44,388
+2,224
7
$4.13M 2.63%
94,860
+4,647
8
$3.81M 2.42%
62,440
+3,721
9
$3.78M 2.41%
47,079
+456
10
$3.67M 2.34%
51,069
+2,798
11
$3.63M 2.31%
138,427
+10,009
12
$3.44M 2.19%
253,504
+47,437
13
$3.31M 2.11%
64,454
+4,515
14
$3.29M 2.09%
75,897
+2,703
15
$3.22M 2.05%
80,216
+2,634
16
$3.19M 2.03%
32,006
+211
17
$3.15M 2.01%
40,099
+1,816
18
$3.13M 1.99%
57,471
+1,307
19
$3.05M 1.94%
14,721
+1,023
20
$3.05M 1.94%
82,821
+1,291
21
$2.85M 1.81%
52,347
+4,090
22
$2.83M 1.8%
43,309
-100
23
$2.67M 1.7%
56,636
+3,742
24
$2.65M 1.69%
+43,286
25
$2.44M 1.55%
57,361
+15,871
1
2 3 4 5