BPW
Bingham Private Wealth Portfolio holdings
AUM
$105M
1 Year Est. Return
–
AUM
$96.7M
AUM Growth
+$2.76M
(+2.9%)
Holding
155
Top Buys
| 1 | +$512K | |
| 2 | +$408K | |
| 3 | +$368K | |
| 4 |
Sanofi
SNY
|
+$338K |
| 5 |
Exxon Mobil
XOM
|
+$285K |
Top Sells
| 1 | +$519K | |
| 2 | +$427K | |
| 3 | +$405K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$351K |
| 5 |
Intuit
INTU
|
+$348K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$311B
| $1.09M | 1.13% |
6,534
+137
|
|
||
27
Intuitive Surgical
ISRG
$193B
| $955K | 0.99% |
1,929
+1
|
|
||
28
CRH
CRH
$80.3B
| $909K | 0.94% |
10,333
-51
|
|
||
29
UnitedHealth
UNH
$334B
| $901K | 0.93% |
1,720
-59
|
|
||
30
FedEx
FDX
$59.1B
| $868K | 0.9% |
3,559
+268
|
|
||
31
ASML
ASML
$409B
| $861K | 0.89% |
1,300
+196
|
|
||
32
Tesla
TSLA
$1.53T
| $819K | 0.85% |
3,159
-569
|
|
||
33
Eli Lilly
LLY
$735B
| $818K | 0.85% |
990
-79
|
|
||
34
Uber
UBER
$201B
| $799K | 0.83% |
10,962
+1,946
|
|
||
35
iShares 7-10 Year Treasury Bond ETF
IEF
$39B
| $739K | 0.76% |
7,745
+308
|
|
||
36
Airbnb
ABNB
$78.6B
| $737K | 0.76% |
6,168
+985
|
|
||
37
Williams Companies
WMB
$70.4B
| $730K | 0.75% |
12,212
+362
|
|
||
38
Quanta Services
PWR
$65.6B
| $691K | 0.71% |
2,720
-28
|
|
||
39
Verizon
VZ
$166B
| $690K | 0.71% |
15,221
+1,935
|
|
||
40
Thermo Fisher Scientific
TMO
$210B
| $687K | 0.71% |
1,380
+514
|
|
||
41
Accenture
ACN
$157B
| $681K | 0.7% |
2,183
-37
|
|
||
42
PepsiCo
PEP
$206B
| $675K | 0.7% |
4,505
+1,135
|
|
||
43
Cheniere Energy
LNG
$47.5B
| $675K | 0.7% |
2,918
-2
|
|
||
44
SLB Ltd
SLB
$53.5B
| $670K | 0.69% |
16,033
+1,586
|
|
||
45
Netflix
NFLX
$468B
| $660K | 0.68% |
708
+39
|
|
||
46
Johnson & Johnson
JNJ
$451B
| $647K | 0.67% |
3,901
+263
|
|
||
47
GE Vernova
GEV
$155B
| $637K | 0.66% |
2,088
+413
|
|
||
48
Bank of America
BAC
$386B
| $637K | 0.66% |
15,260
+1,307
|
|
||
49
Salesforce
CRM
$244B
| $613K | 0.63% |
2,284
+69
|
|
||
50
Hilton Worldwide
HLT
$60.6B
| $601K | 0.62% |
2,642
+284
|
|