BPW
Bingham Private Wealth Portfolio holdings
AUM
$105M
1 Year Est. Return
–
AUM
$105M
AUM Growth
+$8.17M
(+8.4%)
Holding
164
Top Buys
| 1 | +$1.62M | |
| 2 | +$627K | |
| 3 | +$580K | |
| 4 |
Chubb
CB
|
+$493K |
| 5 |
Invesco Russell 1000 Equal Weight ETF
EQAL
|
+$422K |
Top Sells
| 1 | +$380K | |
| 2 | +$379K | |
| 3 | +$300K | |
| 4 |
Oracle
ORCL
|
+$294K |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$288K |
Sector Composition
| 1 | Technology | 22.18% |
| 2 | Financials | 15.44% |
| 3 | Healthcare | 9.31% |
| 4 | Consumer Discretionary | 8.05% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Home Depot
HD
$383B
| $450K | 0.43% |
1,228
-85
|
|
||
77
Sherwin-Williams
SHW
$83.8B
| $448K | 0.43% |
1,305
-62
|
|
||
78
Goldman Sachs
GS
$244B
| $448K | 0.43% |
633
-36
|
|
||
79
Berkshire Hathaway Class B
BRK.B
$1.05T
| $444K | 0.42% |
914
-50
|
|
||
80
TSMC
TSM
$1.55T
| $433K | 0.41% |
1,911
-238
|
|
||
81
Abbott
ABT
$221B
| $430K | 0.41% |
3,162
+10
|
|
||
82
Prudential Financial
PRU
$36B
| $428K | 0.41% |
3,986
-42
|
|
||
83
MetLife
MET
$52.5B
| $422K | 0.4% |
5,247
-325
|
|
||
84
UnitedHealth
UNH
$331B
| $411K | 0.39% |
1,317
-403
|
|
||
85
AstraZeneca
AZN
$261B
| $403K | 0.38% |
5,772
+106
|
|
||
86
Linde
LIN
$209B
| $403K | 0.38% |
858
-7
|
|
||
87
Truist Financial
TFC
$57.1B
| $401K | 0.38% |
9,323
-824
|
|
||
88
Amgen
AMGN
$157B
| $393K | 0.37% |
1,407
-1
|
|
||
89
Trane Technologies
TT
$95.3B
| $391K | 0.37% |
895
-49
|
|
||
90
Freeport-McMoran
FCX
$59B
| $381K | 0.36% |
8,792
+1,850
|
|
||
91
NRG Energy
NRG
$33.4B
| $363K | 0.35% |
2,262
-941
|
|
||
92
Southwest Airlines
LUV
$16.7B
| $353K | 0.34% |
10,880
+387
|
|
||
93
Caterpillar
CAT
$247B
| $352K | 0.34% |
907
-23
|
|
||
94
Lowe's Companies
LOW
$137B
| $343K | 0.33% |
1,547
-153
|
|
||
95
Pfizer
PFE
$141B
| $343K | 0.33% |
14,152
-547
|
|
||
96
Progressive
PGR
$127B
| $338K | 0.32% |
1,268
-241
|
|
||
97
Merck
MRK
$220B
| $335K | 0.32% |
4,227
-458
|
|
||
98
ConocoPhillips
COP
$111B
| $333K | 0.32% |
3,708
+205
|
|
||
99
Vanguard Russell 1000 Value ETF
VONV
$14B
| $330K | 0.31% |
3,870
|
|
||
100
Parker-Hannifin
PH
$98B
| $330K | 0.31% |
472
+15
|
|