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 | |
|---|---|---|---|---|---|---|---|
| $423K | 0.44% | 5,969 +1,892 | +46% | +$134K | |||
| $421K | 0.43% | 4,685 -1,469 | -24% | -$132K | |||
| $418K | 0.43% | 3,152 +160 | +5% | +$21.2K | |||
| $418K | 0.43% | 10,147 +2,880 | +40% | +$119K | |||
| $416K | 0.43% | 5,666 +1,847 | +48% | +$136K | |||
| $413K | 0.43% | 3,573 -80 | -2% | -$9.25K | |||
| $403K | 0.42% | 865 +66 | +8% | +$30.7K | |||
| $396K | 0.41% | 1,700 +40 | +2% | +$9.33K | |||
| $388K | 0.4% | 576 +59 | +11% | +$39.7K | |||
| $372K | 0.39% | 14,699 +4,592 | +45% | +$116K | |||
| $370K | 0.38% | 2,171 -128 | -6% | -$21.8K | |||
| $368K | 0.38% | 3,503 | New | +$368K | |||
| $365K | 0.38% | 669 +95 | +17% | +$51.9K | |||
| $358K | 0.37% | 4,472 +375 | +9% | +$30K | |||
| $357K | 0.37% | 2,149 +155 | +8% | +$25.7K | |||
| $352K | 0.36% | 10,493 +1,493 | +17% | +$50.1K | |||
| $338K | 0.35% | 6,088 | New | +$338K | |||
| $336K | 0.35% | 4,507 | – | – | |||
| $335K | 0.35% | 3,050 +666 | +28% | +$73.3K | |||
| $335K | 0.35% | 2,183 -1,936 | -47% | -$297K | |||
| $329K | 0.34% | 3,021 -54 | -2% | -$5.89K | |||
| $319K | 0.33% | 3,870 | – | – | |||
| $318K | 0.33% | 1,552 +45 | +3% | +$9.23K | |||
| $318K | 0.33% | 944 +29 | +3% | +$9.77K | |||
| $312K | 0.32% | 5,516 +788 | +17% | +$44.6K |
