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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 | |
|---|---|---|---|---|---|---|
26
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
| $1.38M | 1.1% |
26,270
+2,252
|
|
||
27
Quanta Services
PWR
$97.7B
| $1.37M | 1.09% |
2,504
+4
|
|
||
28
GE Vernova
GEV
$244B
| $1.31M | 1.04% |
1,503
+169
|
|
||
29
Costco
COST
$436B
| $1.23M | 0.98% |
1,235
+572
|
|
||
30
FedEx
FDX
$80.6B
| $1.14M | 0.91% |
3,213
+79
|
|
||
31
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
| $1.07M | 0.85% |
11,200
+988
|
|
||
32
Johnson & Johnson
JNJ
$574B
| $1.06M | 0.84% |
4,319
-4,307
|
|
||
33
CRH
CRH
$70B
| $1.05M | 0.83% |
9,960
-56
|
|
||
34
Tesla
TSLA
$1.5T
| $1.03M | 0.82% |
2,776
-244
|
|
||
35
Dell
DELL
$254B
| $949K | 0.75% |
5,783
+142
|
|
||
36
Verizon
VZ
$196B
| $924K | 0.73% |
18,413
+4,735
|
|
||
37
T-Mobile US
TMUS
$201B
| $901K | 0.71% |
4,288
+628
|
|
||
38
Eli Lilly
LLY
$1.04T
| $888K | 0.7% |
965
-37
|
|
||
39
Williams Companies
WMB
$88.4B
| $886K | 0.7% |
12,174
+726
|
|
||
40
NextEra Energy
NEE
$177B
| $882K | 0.7% |
9,498
+2,266
|
|
||
41
Cheniere Energy
LNG
$50.3B
| $867K | 0.69% |
3,057
+225
|
|
||
|
42
Alphabet (Google) Class C
GOOG
$4.35T
| $867K | 0.69% |
3,021
+1,951
|
|
||
43
Mastercard
MA
$430B
| $862K | 0.68% |
1,725
-724
|
|
||
44
Citigroup
C
$235B
| $846K | 0.67% |
7,457
+197
|
|
||
45
Bank of America
BAC
$391B
| $790K | 0.63% |
16,213
+2,898
|
|
||
46
RTX Corp
RTX
$248B
| $782K | 0.62% |
4,056
-35
|
|
||
47
AstraZeneca
AZN
$283B
| $782K | 0.62% |
3,966
-3,315
|
|
||
48
SLB Ltd
SLB
$83.7B
| $763K | 0.61% |
14,849
+4,853
|
|
||
49
PepsiCo
PEP
$196B
| $762K | 0.61% |
4,908
+951
|
|
||
50
ConocoPhillips
COP
$141B
| $738K | 0.59% |
5,588
+2,526
|
|