BPW
Bingham Private Wealth Portfolio holdings
AUM
$105M
1 Year Est. Return
–
AUM
$96.7M
AUM Growth
+$2.76M
(+2.9%)
Holding
155
Top Buys
| 1 | +$512K | |
| 2 | +$408K | |
| 3 | +$368K | |
| 4 |
Sanofi
SNY
|
+$338K |
| 5 |
Exxon Mobil
XOM
|
+$285K |
Top Sells
| 1 | +$519K | |
| 2 | +$427K | |
| 3 | +$405K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$351K |
| 5 |
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
NextEra Energy
NEE
$172B
| $423K | 0.44% |
5,969
+1,892
|
|
||
77
Merck
MRK
$218B
| $421K | 0.43% |
4,685
-1,469
|
|
||
78
Abbott
ABT
$220B
| $418K | 0.43% |
3,152
+160
|
|
||
79
Truist Financial
TFC
$56.5B
| $418K | 0.43% |
10,147
+2,880
|
|
||
80
AstraZeneca
AZN
$255B
| $416K | 0.43% |
5,666
+1,847
|
|
||
81
KKR & Co
KKR
$108B
| $413K | 0.43% |
3,573
-80
|
|
||
82
Linde
LIN
$208B
| $403K | 0.42% |
865
+66
|
|
||
83
Lowe's Companies
LOW
$137B
| $396K | 0.41% |
1,700
+40
|
|
||
84
McKesson
MCK
$100B
| $388K | 0.4% |
576
+59
|
|
||
85
Pfizer
PFE
$139B
| $372K | 0.39% |
14,699
+4,592
|
|
||
86
Procter & Gamble
PG
$355B
| $370K | 0.38% |
2,171
-128
|
|
||
87
ConocoPhillips
COP
$109B
| $368K | 0.38% |
+3,503
|
|
||
88
Goldman Sachs
GS
$244B
| $365K | 0.38% |
669
+95
|
|
||
89
Johnson Controls International
JCI
$73.7B
| $358K | 0.37% |
4,472
+375
|
|
||
90
TSMC
TSM
$1.56T
| $357K | 0.37% |
2,149
+155
|
|
||
91
Southwest Airlines
LUV
$16.1B
| $352K | 0.36% |
10,493
+1,493
|
|
||
|
92
Sanofi
SNY
$124B
| $338K | 0.35% |
+6,088
|
|
||
93
BellRing Brands
BRBR
$3.97B
| $336K | 0.35% |
4,507
|
|
||
94
United Parcel Service
UPS
$81.3B
| $335K | 0.35% |
3,050
+666
|
|
||
95
Qualcomm
QCOM
$196B
| $335K | 0.35% |
2,183
-1,936
|
|
||
96
WEC Energy
WEC
$37.3B
| $329K | 0.34% |
3,021
-54
|
|
||
97
Vanguard Russell 1000 Value ETF
VONV
$13.9B
| $319K | 0.33% |
3,870
|
|
||
98
Danaher
DHR
$153B
| $318K | 0.33% |
1,552
+45
|
|
||
99
Trane Technologies
TT
$95.7B
| $318K | 0.33% |
944
+29
|
|
||
100
Copart
CPRT
$42.6B
| $312K | 0.32% |
5,516
+788
|
|