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BPW

Bingham Private Wealth Portfolio holdings

AUM $126M
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
$126M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$891K
2
+$710K
3
+$691K
4
AMZN icon
Amazon
AMZN
+$634K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$613K

Top Sells

1
+$2.3M
2
+$1.21M
3
+$1M
4
ISRG icon
Intuitive Surgical
ISRG
+$617K
5
AIG icon
American International
AIG
+$541K

Sector Composition

1 Technology 22.01%
2 Financials 11.7%
3 Healthcare 9.08%
4 Industrials 8.17%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
51
Merck
MRK
$298B
$720K 0.57%
5,991
+675
CAT icon
52
Caterpillar
CAT
$413B
$699K 0.55%
986
+22
PLD icon
53
Prologis
PLD
$137B
$685K 0.54%
5,186
+112
KO icon
54
Coca-Cola
KO
$355B
$680K 0.54%
8,946
-4,823
WFC icon
55
Wells Fargo
WFC
$252B
$677K 0.54%
8,509
+1,388
STX icon
56
Seagate
STX
$196B
$673K 0.53%
1,719
-655
ABNB icon
57
Airbnb
ABNB
$77.7B
$670K 0.53%
5,307
+1,293
IGIB icon
58
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
$664K 0.53%
12,478
+2,040
GLD icon
59
SPDR Gold Trust
GLD
$139B
$664K 0.53%
+1,542
MCK icon
60
McKesson
MCK
$95B
$643K 0.51%
743
+41
NOC icon
61
Northrop Grumman
NOC
$78.5B
$627K 0.5%
919
+84
HLT icon
62
Hilton Worldwide
HLT
$77B
$615K 0.49%
2,022
-264
JCI icon
63
Johnson Controls International
JCI
$87.9B
$613K 0.49%
4,680
+41
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.05T
$602K 0.48%
1,256
+393
CB icon
65
Chubb
CB
$127B
$591K 0.47%
1,813
+45
UBER icon
66
Uber
UBER
$142B
$565K 0.45%
7,853
+183
TLT icon
67
iShares 20+ Year Treasury Bond ETF
TLT
$41.3B
$559K 0.44%
6,454
+1,850
NFLX icon
68
Netflix
NFLX
$342B
$557K 0.44%
5,792
+393
IWD icon
69
iShares Russell 1000 Value ETF
IWD
$75.9B
$545K 0.43%
+2,549
FCX icon
70
Freeport-McMoran
FCX
$95.4B
$543K 0.43%
9,230
+63
TDG icon
71
TransDigm Group
TDG
$70.3B
$540K 0.43%
466
+31
SCHW
72
DELISTED
Charles Schwab
SCHW
$532K 0.42%
5,664
+395
AMGN icon
73
Amgen
AMGN
$191B
$525K 0.42%
1,492
-19
SHY icon
74
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$521K 0.41%
6,304
-82
PFE icon
75
Pfizer
PFE
$149B
$519K 0.41%
18,480
+4,800
1 2
3
4 5