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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
BBY icon
151
Best Buy
BBY
$16.3B
$219K 0.17%
3,406
-118
IWB icon
152
iShares Russell 1000 ETF
IWB
$47.7B
$216K 0.17%
605
RYAAY icon
153
Ryanair
RYAAY
$30.9B
$211K 0.17%
3,644
+497
AMLP icon
154
Alerian MLP ETF
AMLP
$12.3B
$211K 0.17%
+4,000
NVO
155
Novo Nordisk
NVO
$195B
$207K 0.16%
+5,621
VEA icon
156
Vanguard FTSE Developed Markets ETF
VEA
$229B
$206K 0.16%
+3,217
CLX icon
157
Clorox
CLX
$11.9B
$201K 0.16%
+1,941
HMY icon
158
Harmony Gold Mining
HMY
$9.5B
$167K 0.13%
+10,881
SBSW icon
159
Sibanye-Stillwater
SBSW
$6.89B
$164K 0.13%
13,323
+1,482
CX icon
160
Cemex
CX
$18.3B
$141K 0.11%
12,344
+1,408
VNET
161
VNET Group
VNET
$2.55B
$141K 0.11%
16,762
+3,243
SAN icon
162
Banco Santander
SAN
$181B
$119K 0.09%
10,562
-328
VLRS
163
Controladora Vuela Compania de Aviacion
VLRS
$879M
$99.7K 0.08%
+13,764
CERS icon
164
Cerus
CERS
$519M
$35K 0.03%
19,250
ACN icon
165
Accenture
ACN
$103B
– –
-1,104
AEG icon
166
Aegon
AEG
$12.9B
– –
-11,241
AIG icon
167
American International
AIG
$39.7B
– –
-6,325
CPRT icon
168
Copart
CPRT
$28.8B
– –
-5,171
CRBG icon
169
Corebridge Financial
CRBG
$12.9B
– –
-12,763
INTU icon
170
Intuit
INTU
$75.7B
– –
-326
MDT icon
171
Medtronic
MDT
$103B
– –
-2,115
MNST icon
172
Monster Beverage
MNST
$90B
– –
-2,638
STT icon
173
State Street
STT
$45.6B
– –
-2,077
TIGR
174
UP Fintech Holding
TIGR
$858M
– –
-12,659
TROW icon
175
T. Rowe Price
TROW
$22.8B
– –
-2,230
4 5 6
7
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