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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
TMO icon
76
Thermo Fisher Scientific
TMO
$177B
$504K 0.4%
1,026
+24
KLAC icon
77
KLA
KLAC
$31.5B
$498K 0.4%
338
+112
DASH icon
78
DoorDash
DASH
$67.4B
$494K 0.39%
3,293
+16
BTI icon
79
British American Tobacco
BTI
$133B
$491K 0.39%
8,395
+1,350
ENB icon
80
Enbridge
ENB
$123B
$487K 0.39%
8,996
-1,532
MO icon
81
Altria Group
MO
$119B
$486K 0.39%
7,369
+476
ALL icon
82
Allstate
ALL
$56.5B
$482K 0.38%
+2,324
GM icon
83
General Motors
GM
$72.9B
$475K 0.38%
6,380
+730
LIN icon
84
Linde
LIN
$238B
$472K 0.38%
953
+184
COF icon
85
Capital One
COF
$113B
$448K 0.36%
2,455
-60
LUV icon
86
Southwest Airlines
LUV
$21.6B
$445K 0.35%
11,838
+483
TFC icon
87
Truist Financial
TFC
$63.1B
$437K 0.35%
9,512
-550
GS icon
88
Goldman Sachs
GS
$306B
$431K 0.34%
510
+5
UNH icon
89
UnitedHealth
UNH
$368B
$425K 0.34%
1,573
+686
DHR icon
90
Danaher
DHR
$128B
$415K 0.33%
2,190
+131
HD icon
91
Home Depot
HD
$325B
$404K 0.32%
1,228
-123
AMAT icon
92
Applied Materials
AMAT
$439B
$401K 0.32%
1,172
+3
VLO icon
93
Valero Energy
VLO
$75.9B
$396K 0.31%
1,602
+180
QCOM icon
94
Qualcomm
QCOM
$214B
$394K 0.31%
3,057
+74
CRM icon
95
Salesforce
CRM
$136B
$388K 0.31%
2,081
-30
PRU icon
96
Prudential Financial
PRU
$36.5B
$388K 0.31%
3,972
-39
APD icon
97
Air Products & Chemicals
APD
$61.9B
$385K 0.31%
+1,327
SCHD icon
98
Schwab US Dividend Equity ETF
SCHD
$95.7B
$381K 0.3%
+12,411
CDNS icon
99
Cadence Design Systems
CDNS
$106B
$379K 0.3%
1,364
-105
LOW icon
100
Lowe's Companies
LOW
$121B
$379K 0.3%
1,603
+222
2 3
4
5 6