BPW
Bingham Private Wealth Portfolio holdings
AUM $96.7M
AUM
$96.7M
AUM Growth
+$2.76M (+3%)
Cap. Flow
+$6.04M
Cap. Flow % of AUM
6.24%
Top 10 Holdings %Top 10 Hldgs %
24.38%
Holding
155
New
13
Increased
81
Reduced
49
Closed
3
Top Buys
| 1 | $512K | |
| 2 | $408K | |
| 3 | $368K | |
| 4 | $338K | |
| 5 | $285K |
Top Sells
| 1 | $405K | |
| 2 | $351K | |
| 3 | $348K | |
| 4 | $297K | |
| 5 | $147K |
Sector Composition
| 1 | Technology | 20.19% |
| 2 | Financials | 15.19% |
| 3 | Healthcare | 10.83% |
| 4 | Consumer Discretionary | 7.41% |
| 5 | Industrials | 7.2% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $4.03M | 4.16% | 10,730 +418 | +4% | +$157K | |||
| $3.27M | 3.38% | 35,603 -438 | -1% | -$40.2K | |||
| $2.55M | 2.63% | 13,386 +557 | +4% | +$106K | |||
| $2.53M | 2.62% | 11,396 -1,825 | -14% | -$405K | |||
| $2.09M | 2.16% | 3,731 -159 | -4% | -$89K | |||
| $1.94M | 2.01% | 17,938 +2,171 | +14% | +$235K | |||
| $1.87M | 1.94% | 11,196 +289 | +3% | +$48.4K | |||
| $1.84M | 1.9% | 11,914 +903 | +8% | +$140K | |||
| $1.76M | 1.82% | 7,179 -389 | -5% | -$95.4K | |||
| $1.71M | 1.77% | 36,184 -518 | -1% | -$24.5K | |||
| $1.67M | 1.73% | 17,807 +260 | +1% | +$24.4K | |||
| $1.59M | 1.64% | 4,523 +21 | +0.5% | +$7.36K | |||
| $1.47M | 1.51% | 5,894 -144 | -2% | -$35.8K | |||
| $1.46M | 1.51% | 12,381 -40 | -0.3% | -$4.73K | |||
| $1.43M | 1.47% | 11,996 +2,398 | +25% | +$285K | |||
| $1.36M | 1.41% | 22,103 +6,612 | +43% | +$408K | |||
| $1.35M | 1.4% | 6,448 -545 | -8% | -$114K | |||
| $1.31M | 1.35% | 11,671 -331 | -3% | -$37.1K | |||
| $1.29M | 1.33% | 14,691 -484 | -3% | -$42.5K | |||
| $1.24M | 1.28% | 23,665 +643 | +3% | +$33.7K | |||
| $1.22M | 1.26% | 2,228 +29 | +1% | +$15.9K | |||
| $1.18M | 1.21% | 7,403 -527 | -7% | -$83.7K | |||
| $1.14M | 1.18% | 4,273 +258 | +6% | +$68.8K | |||
| $1.13M | 1.17% | 1,968 +111 | +6% | +$64K | |||
| $1.1M | 1.13% | 20,901 +964 | +5% | +$50.5K |
