We are live on
!
Find out more
BPW
Bingham Private Wealth Portfolio holdings
AUM
$126M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$126M
AUM Growth
+$10.1M
(+8.7%)
Holding
177
Top Buys
| 1 | +$891K | |
| 2 | +$710K | |
| 3 | +$691K | |
| 4 |
Amazon
AMZN
|
+$634K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$613K |
Top Sells
| 1 | +$2.3M | |
| 2 | +$1.21M | |
| 3 | +$1M | |
| 4 |
Intuitive Surgical
ISRG
|
+$617K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Trane Technologies
TT
$99.3B
| – | – |
-979
|
|
||
177
Xcel Energy
XEL
$48.8B
| – | – |
-4,302
|
|