BPW
Bingham Private Wealth Portfolio holdings
AUM
$105M
1 Year Est. Return
–
AUM
$96.7M
AUM Growth
+$2.76M
(+2.9%)
Holding
155
Top Buys
| 1 | +$512K | |
| 2 | +$408K | |
| 3 | +$368K | |
| 4 |
Sanofi
SNY
|
+$338K |
| 5 |
Exxon Mobil
XOM
|
+$285K |
Top Sells
| 1 | +$519K | |
| 2 | +$427K | |
| 3 | +$405K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$351K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
VNET
151
VNET Group
VNET
$2.75B
| $86.1K | 0.09% |
+10,503
|
|
||
152
Cerus
CERS
$289M
| $26.8K | 0.03% |
19,250
|
|
||
153
Iron Mountain
IRM
$30.8B
| – | – |
-2,241
|
|
||
154
TE Connectivity
TEL
$70.3B
| – | – |
-3,632
|
|
||
155
Vanguard S&P 500 ETF
VOO
$784B
| – | – |
-792
|
|