BPW
Bingham Private Wealth Portfolio holdings
AUM
$105M
1 Year Est. Return
–
AUM
$105M
AUM Growth
+$8.17M
(+8.4%)
Holding
164
Top Buys
| 1 | +$1.62M | |
| 2 | +$627K | |
| 3 | +$580K | |
| 4 |
Chubb
CB
|
+$493K |
| 5 |
Invesco Russell 1000 Equal Weight ETF
EQAL
|
+$422K |
Top Sells
| 1 | +$380K | |
| 2 | +$379K | |
| 3 | +$300K | |
| 4 |
Oracle
ORCL
|
+$294K |
| 5 |
Gaming and Leisure Properties
GLPI
|
+$288K |
Sector Composition
| 1 | Technology | 22.18% |
| 2 | Financials | 15.44% |
| 3 | Healthcare | 9.31% |
| 4 | Consumer Discretionary | 8.05% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Carrier Global
CARR
$49.6B
| $206K | 0.2% |
+2,808
|
|
||
152
Embraer
ERJ
$11.8B
| $200K | 0.19% |
+3,515
|
|
||
153
Kimbell Royalty Partners
KRP
$1.24B
| $192K | 0.18% |
13,741
-604
|
|
||
|
TIGR
154
UP Fintech Holding
TIGR
$1.86B
| $123K | 0.12% |
12,752
+2,219
|
|
||
|
VNET
155
VNET Group
VNET
$2.7B
| $90K | 0.09% |
13,050
+2,547
|
|
||
156
Ericsson
ERIC
$31.4B
| $85K | 0.08% |
+10,026
|
|
||
157
Nokia
NOK
$34.2B
| $82.1K | 0.08% |
+15,858
|
|
||
158
Cerus
CERS
$295M
| $27.1K | 0.03% |
19,250
|
|
||
159
Comcast
CMCSA
$109B
| – | – |
-6,395
|
|
||
|
160
Gaming and Leisure Properties
GLPI
$12.7B
| – | – |
-5,667
|
|
||
161
iShares Core S&P Total US Stock Market ETF
ITOT
$80.1B
| – | – |
-1,651
|
|
||
162
Marsh & McLennan
MMC
$91.9B
| – | – |
-901
|
|
||
|
163
Oracle
ORCL
$802B
| – | – |
-2,103
|
|
||
164
Zoetis
ZTS
$65.4B
| – | – |
-1,229
|
|