BPW

Bingham Private Wealth Portfolio holdings

AUM $105M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.31M
3
+$3.3M
4
AMZN icon
Amazon
AMZN
+$2.81M
5
AVGO icon
Broadcom
AVGO
+$2.53M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.43%
2 Financials 15.07%
3 Healthcare 9.27%
4 Consumer Discretionary 8.39%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.35M 4.62%
+10,312
2
$3.31M 3.52%
+13,221
3
$3.3M 3.51%
+36,041
4
$2.81M 2.99%
+12,829
5
$2.53M 2.69%
+10,907
6
$2.28M 2.43%
+3,890
7
$2.12M 2.25%
+15,767
8
$2.08M 2.22%
+11,011
9
$1.81M 1.93%
+7,568
10
$1.77M 1.89%
+36,702
11
$1.61M 1.71%
+17,547
12
$1.51M 1.6%
+3,728
13
$1.44M 1.53%
+12,421
14
$1.42M 1.51%
+4,502
15
$1.37M 1.46%
+15,175
16
$1.33M 1.41%
+6,038
17
$1.24M 1.32%
+6,993
18
$1.19M 1.27%
+23,022
19
$1.16M 1.23%
+2,199
20
$1.15M 1.22%
+19,937
21
$1.11M 1.18%
+12,002
22
$1.09M 1.16%
+1,857
23
$1.03M 1.1%
+9,598
24
$1.01M 1.07%
+1,928
25
$961K 1.02%
+10,384
1
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