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BPW
Bingham Private Wealth Portfolio holdings
AUM
$145M
This Fund
S&P 500
This Quarter
Est. Return
+3.86%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$94M
AUM Growth
–
Cap. Flow
+$94.3M
Cap. Flow
% of AUM
100.29%
Top 10 Holdings %
Top 10 Hldgs %
28.05%
Holding
142
New
142
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$4.39M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.3M |
| 3 |
Apple
AAPL
|
+$3.12M |
| 4 |
Amazon
AMZN
|
+$2.62M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.29M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.43% |
| 2 | Miscellaneous | 16.44% |
| 3 | Financials | 15.07% |
| 4 | Healthcare | 9.27% |
| 5 | Consumer Discretionary | 8.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Philip Morris
PM
$298B
| $954K | 1.02% |
+7,930
| New | +$1M |
|
27
Chevron
CVX
$420B
| $927K | 0.99% |
+6,397
| New | +$979K |
|
28
FedEx
FDX
$73.8B
| $926K | 0.99% |
+3,291
| New | +$919K |
|
29
Cisco
CSCO
$442B
| $917K | 0.98% |
+15,491
| New | +$885K |
|
30
UnitedHealth
UNH
$340B
| $900K | 0.96% |
+1,779
| New | +$1.01M |
|
31
T-Mobile US
TMUS
$196B
| $886K | 0.94% |
+4,015
| New | +$913K |
|
32
Quanta Services
PWR
$97.8B
| $869K | 0.92% |
+2,748
| New | +$884K |
|
33
Eli Lilly
LLY
$994B
| $825K | 0.88% |
+1,069
| New | +$885K |
|
34
Accenture
ACN
$113B
| $781K | 0.83% |
+2,220
| New | +$799K |
|
35
ASML
ASML
$652B
| $765K | 0.81% |
+1,104
| New | +$793K |
|
36
Salesforce
CRM
$204B
| $741K | 0.79% |
+2,215
| New | +$707K |
|
37
Berkshire Hathaway Class B
BRK.B
$1.09T
| $736K | 0.78% |
+1,623
| New | +$749K |
|
38
iShares 7-10 Year Treasury Bond ETF
IEF
$41.5B
| $688K | 0.73% |
+7,437
| New | +$703K |
|
39
Airbnb
ABNB
$100B
| $681K | 0.72% |
+5,183
| New | +$698K |
|
40
Williams Companies
WMB
$89.1B
| $641K | 0.68% |
+11,850
| New | +$639K |
|
41
Qualcomm
QCOM
$194B
| $633K | 0.67% |
+4,119
| New | +$674K |
|
42
Home Depot
HD
$308B
| $631K | 0.67% |
+1,621
| New | +$662K |
|
43
Cheniere Energy
LNG
$57.5B
| $627K | 0.67% |
+2,920
| New | +$593K |
|
44
Bank of America
BAC
$438B
| $613K | 0.65% |
+13,953
| New | +$614K |
|
45
Merck
MRK
$355B
| $612K | 0.65% |
+6,154
| New | +$634K |
|
46
Intuit
INTU
$85.9B
| $601K | 0.64% |
+956
| New | +$611K |
|
47
Netflix
NFLX
$322B
| $596K | 0.63% |
+6,690
| New | +$551K |
|
48
Hilton Worldwide
HLT
$68.9B
| $583K | 0.62% |
+2,358
| New | +$577K |
|
49
Blackrock
BLK
$167B
| $564K | 0.6% |
+550
| New | +$558K |
|
50
SLB Ltd
SLB
$83.2B
| $554K | 0.59% |
+14,447
| New | +$607K |
|
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Bingham Private Wealth's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Bingham Private Wealth, which disclosed 142 positions worth $94M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is Microsoft: 10,312 shares worth $4.35M.
By sector, the portfolio is most concentrated in Technology at 22% of assets, followed by Miscellaneous and Financials.
- Bingham Private Wealth's largest Q4 2024 buy was Microsoft: 10,312 shares worth $4.35M.
- Bingham Private Wealth's ten largest holdings make up 28% of its $94M portfolio in Q4 2024.
- Bingham Private Wealth disclosed 142 positions in Q4 2024, its first 13F filing on record.
Based on Bingham Private Wealth's 13F filing for Q4 2024, filed 5 May 2025.