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
101
$307K 0.32%
930
-8
102
$306K 0.32%
2,686
+377
103
$306K 0.32%
3,203
+395
104
$302K 0.31%
2,206
-232
105
$295K 0.31%
2,478
+618
106
$294K 0.3%
2,103
-973
107
$294K 0.3%
4,153
-29
108
$288K 0.3%
5,667
+998
109
$288K 0.3%
943
-60
110
$287K 0.3%
2,051
-183
111
$283K 0.29%
1,993
-9
112
$283K 0.29%
+1,654
113
$283K 0.29%
3,839
-5
114
$278K 0.29%
457
+55
115
$273K 0.28%
1,017
+40
116
$272K 0.28%
+3,198
117
$272K 0.28%
7,519
+1,027
118
$269K 0.28%
987
-169
119
$269K 0.28%
9,175
120
$268K 0.28%
2,805
+165
121
$267K 0.28%
2,556
+546
122
$266K 0.28%
1,046
+143
123
$263K 0.27%
+6,942
124
$260K 0.27%
819
125
$259K 0.27%
552
+8
3 4
5
6 7