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
76
$423K 0.44%
5,969
+1,892
77
$421K 0.43%
4,685
-1,469
78
$418K 0.43%
3,152
+160
79
$418K 0.43%
10,147
+2,880
80
$416K 0.43%
5,666
+1,847
81
$413K 0.43%
3,573
-80
82
$403K 0.42%
865
+66
83
$396K 0.41%
1,700
+40
84
$388K 0.4%
576
+59
85
$372K 0.39%
14,699
+4,592
86
$370K 0.38%
2,171
-128
87
$368K 0.38%
+3,503
88
$365K 0.38%
669
+95
89
$358K 0.37%
4,472
+375
90
$357K 0.37%
2,149
+155
91
$352K 0.36%
10,493
+1,493
92
$338K 0.35%
+6,088
93
$336K 0.35%
4,507
94
$335K 0.35%
3,050
+666
95
$335K 0.35%
2,183
-1,936
96
$329K 0.34%
3,021
-54
97
$319K 0.33%
3,870
98
$318K 0.33%
1,552
+45
99
$318K 0.33%
944
+29
100
$312K 0.32%
5,516
+788
2 3
4
5 6