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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
BLK icon
101
Blackrock
BLK
$158B
$373K 0.3%
388
-436
PH icon
102
Parker-Hannifin
PH
$114B
$363K 0.29%
406
+6
MET icon
103
MetLife
MET
$55.4B
$360K 0.29%
5,094
+6
ABT icon
104
Abbott
ABT
$156B
$355K 0.28%
3,458
-49
INSM icon
105
Insmed
INSM
$21B
$355K 0.28%
2,170
-540
CTVA icon
106
Corteva
CTVA
$49.8B
$354K 0.28%
4,234
+54
SHW icon
107
Sherwin-Williams
SHW
$78.2B
$353K 0.28%
1,102
+28
REGN icon
108
Regeneron Pharmaceuticals
REGN
$64.1B
$351K 0.28%
454
+37
KKR icon
109
KKR & Co
KKR
$85.6B
$351K 0.28%
3,790
+442
GD icon
110
General Dynamics
GD
$97B
$350K 0.28%
1,020
+7
WEC icon
111
WEC Energy
WEC
$37.1B
$347K 0.28%
2,996
+27
EMN icon
112
Eastman Chemical
EMN
$8.16B
$339K 0.27%
+4,448
APH icon
113
Amphenol
APH
$188B
$328K 0.26%
2,597
+52
URI icon
114
United Rentals
URI
$66.2B
$323K 0.26%
444
+98
ISRG icon
115
Intuitive Surgical
ISRG
$146B
$323K 0.26%
701
-1,220
PHM icon
116
Pultegroup
PHM
$23.6B
$322K 0.26%
2,735
+223
PG icon
117
Procter & Gamble
PG
$345B
$320K 0.25%
2,215
+254
PPL icon
118
PPL Corp
PPL
$26.8B
$317K 0.25%
8,307
+228
HSY icon
119
Hershey
HSY
$35.8B
$311K 0.25%
1,497
+52
VONV icon
120
Vanguard Russell 1000 Value ETF
VONV
$19.9B
$311K 0.25%
3,313
DE icon
121
Deere & Co
DE
$153B
$306K 0.24%
544
-14
NRG icon
122
NRG Energy
NRG
$26.1B
$301K 0.24%
2,062
-237
APO icon
123
Apollo Global Management
APO
$77.2B
$301K 0.24%
2,700
+666
MS icon
124
Morgan Stanley
MS
$335B
$300K 0.24%
1,825
+81
ORCL icon
125
Oracle
ORCL
$529B
$295K 0.23%
2,005
+927
3 4
5
6 7