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
101
$292K 0.31%
+4,077
102
$289K 0.31%
+3,075
103
$288K 0.31%
+2,550
104
$287K 0.31%
+1,103
105
$282K 0.3%
+4,182
106
$279K 0.3%
+2,465
107
$274K 0.29%
+819
108
$272K 0.29%
+2,010
109
$271K 0.29%
+4,728
110
$271K 0.29%
+903
111
$268K 0.29%
+10,107
112
$262K 0.28%
+2,002
113
$258K 0.27%
+9,175
114
$256K 0.27%
+402
115
$253K 0.27%
+2,808
116
$250K 0.27%
+3,819
117
$250K 0.27%
+4,180
118
$241K 0.26%
+1,875
119
$241K 0.26%
+3,312
120
$241K 0.26%
+977
121
$236K 0.25%
+2,237
122
$236K 0.25%
+2,241
123
$234K 0.25%
+4,901
124
$233K 0.25%
+1,282
125
$233K 0.25%
+14,345
2 3 4
5
6