BPW

Bingham Private Wealth Portfolio holdings

AUM $116M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.7M
AUM Growth
+$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$512K
2
+$408K
3
+$368K
4
SNY icon
Sanofi
SNY
+$338K
5
XOM icon
Exxon Mobil
XOM
+$285K

Top Sells

1
+$519K
2
+$427K
3
+$405K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$351K
5
INTU icon
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
$1.09M 1.13%
6,534
+137
27
$955K 0.99%
1,929
+1
28
$909K 0.94%
10,333
-51
29
$901K 0.93%
1,720
-59
30
$868K 0.9%
3,559
+268
31
$861K 0.89%
1,300
+196
32
$819K 0.85%
3,159
-569
33
$818K 0.85%
990
-79
34
$799K 0.83%
10,962
+1,946
35
$739K 0.76%
7,745
+308
36
$737K 0.76%
6,168
+985
37
$730K 0.75%
12,212
+362
38
$691K 0.71%
2,720
-28
39
$690K 0.71%
15,221
+1,935
40
$687K 0.71%
1,380
+514
41
$681K 0.7%
2,183
-37
42
$675K 0.7%
4,505
+1,135
43
$675K 0.7%
2,918
-2
44
$670K 0.69%
16,033
+1,586
45
$660K 0.68%
7,080
+390
46
$647K 0.67%
3,901
+263
47
$637K 0.66%
2,088
+413
48
$637K 0.66%
15,260
+1,307
49
$613K 0.63%
2,284
+69
50
$601K 0.62%
2,642
+284
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2
3 4 5