We are live on ! Find out more
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
USB icon
126
US Bancorp
USB
$89.8B
$294K 0.23%
5,657
+68
UPS icon
127
United Parcel Service
UPS
$92.4B
$292K 0.23%
+2,967
SNY icon
128
Sanofi
SNY
$106B
$286K 0.23%
+5,941
IR icon
129
Ingersoll Rand
IR
$27.6B
$280K 0.22%
+3,496
PAYX icon
130
Paychex
PAYX
$35.6B
$278K 0.22%
+3,023
MDLZ icon
131
Mondelez International
MDLZ
$82.4B
$278K 0.22%
+4,815
BX icon
132
Blackstone
BX
$148B
$277K 0.22%
2,417
+142
GE icon
133
GE Aerospace
GE
$347B
$273K 0.22%
+961
GPC icon
134
Genuine Parts
GPC
$13.5B
$269K 0.21%
2,540
+78
EMBJ
135
Embraer S.A. ADS
EMBJ
$9.98B
$264K 0.21%
4,441
+467
MUFG icon
136
Mitsubishi UFJ Financial
MUFG
$226B
$258K 0.2%
15,180
+2,028
IWV icon
137
iShares Russell 3000 ETF
IWV
$19.2B
$256K 0.2%
691
TGT icon
138
Target
TGT
$60.2B
$251K 0.2%
+2,075
SCHX icon
139
Schwab US Large- Cap ETF
SCHX
$70.9B
$246K 0.2%
+9,599
WELL icon
140
Welltower
WELL
$149B
$246K 0.19%
1,242
+57
EQR icon
141
Equity Residential
EQR
$25.3B
$242K 0.19%
+4,098
TTE icon
142
TotalEnergies
TTE
$195B
$242K 0.19%
+2,662
BBVA icon
143
Banco Bilbao Vizcaya Argentaria
BBVA
$129B
$240K 0.19%
11,082
+1,079
AEM icon
144
Agnico Eagle Mines
AEM
$78.9B
$236K 0.19%
+1,165
GFI icon
145
Gold Fields
GFI
$32.1B
$234K 0.19%
5,149
+568
BVN icon
146
Compañía de Minas Buenaventura
BVN
$8.32B
$228K 0.18%
+6,336
EFA icon
147
iShares MSCI EAFE ETF
EFA
$77.3B
$226K 0.18%
2,322
+178
BJ icon
148
BJs Wholesale Club
BJ
$11.8B
$224K 0.18%
+2,278
TIP icon
149
iShares TIPS Bond ETF
TIP
$14.9B
$222K 0.18%
2,013
+3
HDV
150
iShares Core High Dividend ETF
HDV
$13.6B
$219K 0.17%
+8,070