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 | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.95T
| $4.03M | 4.16% |
10,730
+418
|
|
||
2
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
| $3.27M | 3.38% |
35,603
-438
|
|
||
3
Amazon
AMZN
$2.42T
| $2.55M | 2.63% |
13,386
+557
|
|
||
4
Apple
AAPL
$3.99T
| $2.53M | 2.62% |
11,396
-1,825
|
|
||
5
SPDR S&P 500 ETF Trust
SPY
$680B
| $2.09M | 2.16% |
3,731
-159
|
|
||
6
NVIDIA
NVDA
$4.66T
| $1.94M | 2.01% |
17,938
+2,171
|
|
||
7
Broadcom
AVGO
$1.71T
| $1.87M | 1.94% |
11,196
+289
|
|
||
8
Alphabet (Google) Class A
GOOGL
$3.26T
| $1.84M | 1.9% |
11,914
+903
|
|
||
9
JPMorgan Chase
JPM
$828B
| $1.76M | 1.82% |
7,179
-389
|
|
||
10
Invesco Russell 1000 Equal Weight ETF
EQAL
$703M
| $1.71M | 1.77% |
36,184
-518
|
|
||
11
iShares MBS ETF
MBB
$41.8B
| $1.67M | 1.73% |
17,807
+260
|
|
||
12
Visa
V
$675B
| $1.59M | 1.64% |
4,523
+21
|
|
||
13
IBM
IBM
$293B
| $1.47M | 1.51% |
5,894
-144
|
|
||
14
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
| $1.46M | 1.51% |
12,381
-40
|
|
||
|
15
Exxon Mobil
XOM
$494B
| $1.43M | 1.47% |
11,996
+2,398
|
|
||
16
Cisco
CSCO
$282B
| $1.36M | 1.41% |
22,103
+6,612
|
|
||
17
AbbVie
ABBV
$403B
| $1.35M | 1.4% |
6,448
-545
|
|
||
18
Gilead Sciences
GILD
$149B
| $1.31M | 1.35% |
11,671
-331
|
|
||
19
Walmart
WMT
$833B
| $1.29M | 1.33% |
14,691
-484
|
|
||
20
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $1.24M | 1.28% |
23,665
+643
|
|
||
21
Mastercard
MA
$517B
| $1.22M | 1.26% |
2,228
+29
|
|
||
22
Philip Morris
PM
$238B
| $1.18M | 1.21% |
7,403
-527
|
|
||
23
T-Mobile US
TMUS
$247B
| $1.14M | 1.18% |
4,273
+258
|
|
||
24
Meta Platforms (Facebook)
META
$1.89T
| $1.13M | 1.17% |
1,968
+111
|
|
||
25
Brookfield
BN
$105B
| $1.1M | 1.13% |
20,901
+964
|
|