BPW
Bingham Private Wealth Portfolio holdings
AUM $96.7M
This Quarter Return
-0.31%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$96.7M
AUM Growth
+$2.76M (+3%)
Cap. Flow
+$4.86M
Cap. Flow % of AUM
5.02%
Top 10 Holdings %Top 10 Hldgs %
24.38%
Holding
155
New
13
Increased
81
Reduced
49
Closed
3
Top Buys
| 1 | $512K | |
| 2 | $408K | |
| 3 | $368K | |
| 4 | $338K | |
| 5 | $285K |
Top Sells
| 1 | $519K | |
| 2 | $427K | |
| 3 | $405K | |
| 4 | $351K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $86.1K | 0.09% | +10,503 | New | +$86.1K | |||
| $26.8K | 0.03% | 19,250 | – | – | |||
| – | – | -2,241 | Closed | -$236K | |||
| – | – | -3,632 | Closed | -$519K | |||
| – | – | -792 | Closed | -$427K |
