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
126
$259K 0.27%
3,818
-362
127
$259K 0.27%
+750
128
$257K 0.27%
5,469
+1,304
129
$254K 0.26%
+2,472
130
$251K 0.26%
2,244
+7
131
$249K 0.26%
3,270
132
$244K 0.25%
3,046
+531
133
$239K 0.25%
389
-567
134
$236K 0.24%
6,395
-2,974
135
$236K 0.24%
376
+50
136
$234K 0.24%
5,551
+650
137
$232K 0.24%
+394
138
$228K 0.24%
2,634
+84
139
$225K 0.23%
2,446
-19
140
$223K 0.23%
+2,477
141
$222K 0.23%
753
-39
142
$221K 0.23%
719
143
$220K 0.23%
901
-65
144
$219K 0.23%
1,972
+1
145
$218K 0.23%
1,277
-5
146
$218K 0.23%
1,867
+106
147
$202K 0.21%
+1,229
148
$201K 0.21%
1,651
-224
149
$201K 0.21%
14,345
150
$90.5K 0.09%
+10,533
3 4 5
6
7