BPW
Bingham Private Wealth Portfolio holdings
AUM $96.7M
AUM
$96.7M
AUM Growth
+$2.76M (+3%)
Cap. Flow
+$6.04M
Cap. Flow % of AUM
6.24%
Top 10 Holdings %Top 10 Hldgs %
24.38%
Holding
155
New
13
Increased
81
Reduced
49
Closed
3
Top Buys
| 1 | $512K | |
| 2 | $408K | |
| 3 | $368K | |
| 4 | $338K | |
| 5 | $285K |
Top Sells
| 1 | $405K | |
| 2 | $351K | |
| 3 | $348K | |
| 4 | $297K | |
| 5 | $147K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $567K | 0.59% | 7,914 +2,142 | +37% | +$153K | |||
| $556K | 0.57% | 588 -1 | -0.2% | -$946 | |||
| $545K | 0.56% | 6,962 +694 | +11% | +$54.3K | |||
| $545K | 0.56% | 4,114 +332 | +9% | +$44K | |||
| $543K | 0.56% | 7,655 +1,059 | +16% | +$75.2K | |||
| $541K | 0.56% | 10,303 -98 | -0.9% | -$5.15K | |||
| $524K | 0.54% | 8,734 +220 | +3% | +$13.2K | |||
| $522K | 0.54% | 6,306 -28 | -0.4% | -$2.32K | |||
| $514K | 0.53% | 543 -7 | -1% | -$6.63K | |||
| $513K | 0.53% | 964 -659 | -41% | -$351K | |||
| $512K | 0.53% | 5,613 | New | +$512K | |||
| $506K | 0.52% | 5,558 +620 | +13% | +$56.4K | |||
| $495K | 0.51% | 358 +32 | +10% | +$44.3K | |||
| $494K | 0.51% | 6,885 +418 | +6% | +$30K | |||
| $492K | 0.51% | 5,661 +2,349 | +71% | +$204K | |||
| $485K | 0.5% | 2,705 +386 | +17% | +$69.2K | |||
| $481K | 0.5% | 1,313 -308 | -19% | -$113K | |||
| $480K | 0.5% | 10,836 -97 | -0.9% | -$4.3K | |||
| $477K | 0.49% | 1,367 +62 | +5% | +$21.7K | |||
| $460K | 0.48% | 898 +462 | +106% | +$237K | |||
| $457K | 0.47% | 14,462 | – | – | |||
| $450K | 0.47% | 4,028 -446 | -10% | -$49.8K | |||
| $447K | 0.46% | 5,572 -104 | -2% | -$8.35K | |||
| $439K | 0.45% | 1,408 +305 | +28% | +$95K | |||
| $427K | 0.44% | 1,509 +116 | +8% | +$32.8K |
