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
126
$232K 0.25%
+719
127
$230K 0.25%
+544
128
$230K 0.24%
+792
129
$230K 0.24%
+326
130
$228K 0.24%
+2,515
131
$226K 0.24%
+3,270
132
$225K 0.24%
+4,669
133
$222K 0.24%
+4,165
134
$221K 0.24%
+1,761
135
$217K 0.23%
+1,860
136
$211K 0.22%
+6,492
137
$210K 0.22%
+1,971
138
$209K 0.22%
+2,640
139
$206K 0.22%
+2,309
140
$205K 0.22%
+966
141
$205K 0.22%
+436
142
$29.6K 0.03%
+19,250
2 3 4 5
6