BPW

Bingham Private Wealth Portfolio holdings

AUM $105M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.31M
3
+$3.3M
4
AMZN icon
Amazon
AMZN
+$2.81M
5
AVGO icon
Broadcom
AVGO
+$2.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.43%
2 Financials 15.07%
3 Healthcare 9.27%
4 Consumer Discretionary 8.39%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$954K 1.02%
+7,930
27
$927K 0.99%
+6,397
28
$926K 0.99%
+3,291
29
$917K 0.98%
+15,491
30
$900K 0.96%
+1,779
31
$886K 0.94%
+4,015
32
$869K 0.92%
+2,748
33
$825K 0.88%
+1,069
34
$781K 0.83%
+2,220
35
$765K 0.81%
+1,104
36
$741K 0.79%
+2,215
37
$736K 0.78%
+1,623
38
$688K 0.73%
+7,437
39
$681K 0.72%
+5,183
40
$641K 0.68%
+11,850
41
$633K 0.67%
+4,119
42
$631K 0.67%
+1,621
43
$627K 0.67%
+2,920
44
$613K 0.65%
+13,953
45
$612K 0.65%
+6,154
46
$601K 0.64%
+956
47
$596K 0.63%
+669
48
$583K 0.62%
+2,358
49
$564K 0.6%
+550
50
$554K 0.59%
+14,447
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