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 | |
|---|---|---|---|---|---|---|---|
| $1.09M | 1.13% | 6,534 +137 | +2% | +$22.9K | |||
| $955K | 0.99% | 1,929 +1 | +0.1% | +$495 | |||
| $909K | 0.94% | 10,333 -51 | -0.5% | -$4.49K | |||
| $901K | 0.93% | 1,720 -59 | -3% | -$30.9K | |||
| $868K | 0.9% | 3,559 +268 | +8% | +$65.3K | |||
| $861K | 0.89% | 1,300 +196 | +18% | +$130K | |||
| $819K | 0.85% | 3,159 -569 | -15% | -$147K | |||
| $818K | 0.85% | 990 -79 | -7% | -$65.2K | |||
| $799K | 0.83% | 10,962 +1,946 | +22% | +$142K | |||
| $739K | 0.76% | 7,745 +308 | +4% | +$29.4K | |||
| $737K | 0.76% | 6,168 +985 | +19% | +$118K | |||
| $730K | 0.75% | 12,212 +362 | +3% | +$21.6K | |||
| $691K | 0.71% | 2,720 -28 | -1% | -$7.12K | |||
| $690K | 0.71% | 15,221 +1,935 | +15% | +$87.8K | |||
| $687K | 0.71% | 1,380 +514 | +59% | +$256K | |||
| $681K | 0.7% | 2,183 -37 | -2% | -$11.5K | |||
| $675K | 0.7% | 4,505 +1,135 | +34% | +$170K | |||
| $675K | 0.7% | 2,918 -2 | -0.1% | -$463 | |||
| $670K | 0.69% | 16,033 +1,586 | +11% | +$66.3K | |||
| $660K | 0.68% | 708 +39 | +6% | +$36.4K | |||
| $647K | 0.67% | 3,901 +263 | +7% | +$43.6K | |||
| $637K | 0.66% | 2,088 +413 | +25% | +$126K | |||
| $637K | 0.66% | 15,260 +1,307 | +9% | +$54.5K | |||
| $613K | 0.63% | 2,284 +69 | +3% | +$18.5K | |||
| $601K | 0.62% | 2,642 +284 | +12% | +$64.6K |
