BPW

Bingham Private Wealth Portfolio holdings

AUM $116M
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
$96.7M
AUM Growth
+$2.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$512K
2
+$408K
3
+$368K
4
SNY icon
Sanofi
SNY
+$338K
5
XOM icon
Exxon Mobil
XOM
+$285K

Top Sells

1
+$519K
2
+$427K
3
+$405K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$351K
5
INTU icon
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
1
$4.03M 4.16%
10,730
+418
2
$3.27M 3.38%
35,603
-438
3
$2.55M 2.63%
13,386
+557
4
$2.53M 2.62%
11,396
-1,825
5
$2.09M 2.16%
3,731
-159
6
$1.94M 2.01%
17,938
+2,171
7
$1.87M 1.94%
11,196
+289
8
$1.84M 1.9%
11,914
+903
9
$1.76M 1.82%
7,179
-389
10
$1.71M 1.77%
36,184
-518
11
$1.67M 1.73%
17,807
+260
12
$1.59M 1.64%
4,523
+21
13
$1.47M 1.51%
5,894
-144
14
$1.46M 1.51%
12,381
-40
15
$1.43M 1.47%
11,996
+2,398
16
$1.36M 1.41%
22,103
+6,612
17
$1.35M 1.4%
6,448
-545
18
$1.31M 1.35%
11,671
-331
19
$1.29M 1.33%
14,691
-484
20
$1.24M 1.28%
23,665
+643
21
$1.22M 1.26%
2,228
+29
22
$1.18M 1.21%
7,403
-527
23
$1.14M 1.18%
4,273
+258
24
$1.13M 1.17%
1,968
+111
25
$1.1M 1.13%
31,352
+1,446
1
2 3 4 5