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
76
$413K 0.44%
+326
77
$410K 0.44%
+1,660
78
$403K 0.43%
+2,438
79
$394K 0.42%
+1,994
80
$385K 0.41%
+2,299
81
$385K 0.41%
+2,234
82
$359K 0.38%
+5,772
83
$352K 0.37%
+9,369
84
$346K 0.37%
+1,507
85
$340K 0.36%
+938
86
$340K 0.36%
+4,507
87
$338K 0.36%
+2,992
88
$338K 0.36%
+915
89
$335K 0.36%
+799
90
$334K 0.36%
+1,393
91
$330K 0.35%
+3,844
92
$329K 0.35%
+574
93
$323K 0.34%
+4,097
94
$315K 0.34%
+7,267
95
$314K 0.33%
+3,870
96
$305K 0.32%
+1,156
97
$303K 0.32%
+9,000
98
$301K 0.32%
+2,384
99
$295K 0.31%
+517
100
$294K 0.31%
+1,003
2 3
4
5 6