BPW
Bingham Private Wealth Portfolio holdings
AUM
$105M
1 Year Est. Return
–
AUM
$105M
AUM Growth
+$8.17M
(+8.4%)
Holding
164
Top Buys
| 1 | +$1.62M | |
| 2 | +$627K | |
| 3 | +$580K | |
| 4 |
Chubb
CB
|
+$493K |
| 5 |
Invesco Russell 1000 Equal Weight ETF
EQAL
|
+$422K |
Top Sells
| 1 | +$380K | |
| 2 | +$379K | |
| 3 | +$300K | |
| 4 |
Oracle
ORCL
|
+$294K |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$288K |
Sector Composition
| 1 | Technology | 22.18% |
| 2 | Financials | 15.44% |
| 3 | Healthcare | 9.31% |
| 4 | Consumer Discretionary | 8.05% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Intuitive Surgical
ISRG
$195B
| $1.04M | 0.99% |
1,911
-18
|
|
||
27
ASML
ASML
$411B
| $1.03M | 0.98% |
1,289
-11
|
|
||
28
Chevron
CVX
$313B
| $994K | 0.95% |
6,943
+409
|
|
||
29
Quanta Services
PWR
$65.8B
| $951K | 0.91% |
2,516
-204
|
|
||
30
CRH
CRH
$81.1B
| $919K | 0.88% |
10,010
-323
|
|
||
31
Tesla
TSLA
$1.5T
| $867K | 0.83% |
2,730
-429
|
|
||
32
Blackrock
BLK
$175B
| $827K | 0.79% |
788
+245
|
|
||
33
Airbnb
ABNB
$79B
| $824K | 0.79% |
6,225
+57
|
|
||
34
Eli Lilly
LLY
$741B
| $778K | 0.74% |
998
+8
|
|
||
35
FedEx
FDX
$58.4B
| $766K | 0.73% |
3,370
-189
|
|
||
36
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
| $738K | 0.7% |
7,706
-39
|
|
||
37
GE Vernova
GEV
$159B
| $725K | 0.69% |
1,371
-717
|
|
||
38
Williams Companies
WMB
$70.4B
| $725K | 0.69% |
11,547
-665
|
|
||
39
Hilton Worldwide
HLT
$61.9B
| $724K | 0.69% |
2,719
+77
|
|
||
40
Uber
UBER
$201B
| $723K | 0.69% |
7,751
-3,211
|
|
||
41
Cheniere Energy
LNG
$48.3B
| $707K | 0.67% |
2,902
-16
|
|
||
42
Netflix
NFLX
$464B
| $705K | 0.67% |
526
-182
|
|
||
43
Dell
DELL
$109B
| $686K | 0.65% |
5,597
-16
|
|
||
44
Citigroup
C
$181B
| $676K | 0.64% |
7,943
+288
|
|
||
45
Verizon
VZ
$165B
| $645K | 0.61% |
14,908
-313
|
|
||
46
RTX Corp
RTX
$240B
| $626K | 0.6% |
4,284
+170
|
|
||
47
Bank of America
BAC
$389B
| $615K | 0.59% |
13,003
-2,257
|
|
||
48
Accenture
ACN
$156B
| $613K | 0.58% |
2,050
-133
|
|
||
49
Salesforce
CRM
$243B
| $610K | 0.58% |
2,237
-47
|
|
||
50
Charles Schwab
SCHW
$172B
| $606K | 0.58% |
6,638
-324
|
|