BPW

Bingham Private Wealth Portfolio holdings

AUM $105M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.31M
3
+$3.3M
4
AMZN icon
Amazon
AMZN
+$2.81M
5
AVGO icon
Broadcom
AVGO
+$2.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.43%
2 Financials 15.07%
3 Healthcare 9.27%
4 Consumer Discretionary 8.39%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$551K 0.59%
+1,675
52
$544K 0.58%
+9,016
53
$540K 0.57%
+3,653
54
$540K 0.57%
+589
55
$536K 0.57%
+10,401
56
$531K 0.57%
+13,286
57
$530K 0.56%
+4,474
58
$526K 0.56%
+3,638
59
$519K 0.55%
+3,632
60
$519K 0.55%
+6,334
61
$513K 0.55%
+3,076
62
$512K 0.55%
+3,370
63
$465K 0.49%
+5,676
64
$464K 0.49%
+6,596
65
$464K 0.49%
+6,268
66
$464K 0.49%
+10,933
67
$454K 0.48%
+6,467
68
$451K 0.48%
+866
69
$445K 0.47%
+8,514
70
$444K 0.47%
+1,305
71
$438K 0.47%
+3,782
72
$433K 0.46%
+14,462
73
$431K 0.46%
+4,938
74
$427K 0.45%
+792
75
$414K 0.44%
+2,319
1 2
3
4 5