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BPW
Bingham Private Wealth Portfolio holdings
AUM
$126M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$126M
AUM Growth
+$10.1M
(+8.7%)
Holding
177
Top Buys
| 1 | +$891K | |
| 2 | +$710K | |
| 3 | +$691K | |
| 4 |
Amazon
AMZN
|
+$634K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$613K |
Top Sells
| 1 | +$2.3M | |
| 2 | +$1.21M | |
| 3 | +$1M | |
| 4 |
Intuitive Surgical
ISRG
|
+$617K |
| 5 |
American International
AIG
|
+$541K |
Sector Composition
| 1 | Technology | 22.01% |
| 2 | Financials | 11.7% |
| 3 | Healthcare | 9.08% |
| 4 | Industrials | 8.17% |
| 5 | Consumer Discretionary | 7.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.96T
| $4.65M | 3.69% |
26,658
+829
|
|
||
|
2
Amazon
AMZN
$2.6T
| $4.27M | 3.39% |
20,487
+2,880
|
|
||
3
Microsoft
MSFT
$2.9T
| $4.26M | 3.38% |
11,514
-5,498
|
|
||
|
4
Alphabet (Google) Class A
GOOGL
$4.36T
| $3.82M | 3.03% |
13,281
+1,492
|
|
||
5
Broadcom
AVGO
$1.83T
| $3.43M | 2.72% |
11,068
+311
|
|
||
6
State Street SPDR S&P 500 ETF Trust
SPY
$770B
| $3.36M | 2.67% |
5,171
+1,310
|
|
||
7
Apple
AAPL
$4.34T
| $3.12M | 2.48% |
12,305
-4,641
|
|
||
8
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $2.85M | 2.26% |
31,097
+181
|
|
||
9
Invesco Russell 1000 Equal Weight ETF
EQAL
$808M
| $2.49M | 1.97% |
45,125
-93
|
|
||
10
Exxon Mobil
XOM
$608B
| $2.29M | 1.82% |
13,489
+1,663
|
|
||
11
Cisco
CSCO
$480B
| $2.04M | 1.62% |
26,345
+2,702
|
|
||
12
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
| $2.02M | 1.6% |
17,030
+1,546
|
|
||
13
ASML
ASML
$732B
| $1.91M | 1.52% |
1,449
+99
|
|
||
14
JPMorgan Chase
JPM
$840B
| $1.81M | 1.44% |
6,171
-80
|
|
||
15
Gilead Sciences
GILD
$156B
| $1.66M | 1.32% |
11,925
+395
|
|
||
16
Meta Platforms (Facebook)
META
$1.44T
| $1.55M | 1.23% |
2,710
+383
|
|
||
17
Brookfield
BN
$101B
| $1.52M | 1.2% |
37,483
+1,166
|
|
||
18
TSMC
TSM
$2.18T
| $1.52M | 1.2% |
4,487
+2,062
|
|
||
19
IBM
IBM
$258B
| $1.51M | 1.2% |
6,234
+152
|
|
||
20
iShares MBS ETF
MBB
$38.7B
| $1.51M | 1.19% |
15,855
-48
|
|
||
21
Chevron
CVX
$370B
| $1.5M | 1.19% |
7,268
+342
|
|
||
22
Visa
V
$607B
| $1.45M | 1.15% |
4,789
+435
|
|
||
23
Philip Morris
PM
$282B
| $1.42M | 1.12% |
8,562
+974
|
|
||
24
Walmart Inc
WMT
$959B
| $1.39M | 1.11% |
11,214
-3,765
|
|
||
25
AbbVie
ABBV
$397B
| $1.39M | 1.11% |
6,404
+1,385
|
|