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
51
$567K 0.59%
7,914
+2,142
52
$556K 0.58%
588
-1
53
$545K 0.56%
6,962
+694
54
$545K 0.56%
4,114
+332
55
$543K 0.56%
7,655
+1,059
56
$541K 0.56%
10,303
-98
57
$524K 0.54%
8,734
+220
58
$522K 0.54%
6,306
-28
59
$514K 0.53%
543
-7
60
$513K 0.53%
964
-659
61
$512K 0.53%
+5,613
62
$506K 0.52%
5,558
+620
63
$495K 0.51%
358
+32
64
$494K 0.51%
6,885
+418
65
$492K 0.51%
5,661
+2,349
66
$485K 0.5%
2,705
+386
67
$481K 0.5%
1,313
-308
68
$480K 0.5%
10,836
-97
69
$477K 0.49%
1,367
+62
70
$460K 0.48%
898
+462
71
$457K 0.47%
14,462
72
$450K 0.47%
4,028
-446
73
$447K 0.46%
5,572
-104
74
$439K 0.45%
1,408
+305
75
$427K 0.44%
1,509
+116
1 2
3
4 5