BWM

Buckley Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$989K
3
+$685K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$436K
5
MCD icon
McDonald's
MCD
+$402K

Top Sells

1
+$859K
2
+$674K
3
+$511K
4
BDX icon
Becton Dickinson
BDX
+$422K
5
BA icon
Boeing
BA
+$412K

Sector Composition

1 Technology 29.64%
2 Healthcare 19.42%
3 Financials 11.23%
4 Communication Services 8.95%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.14%
14,658
102
$302K 0.14%
1,331
-92
103
$298K 0.14%
6,054
-199
104
$292K 0.13%
+980
105
$291K 0.13%
1,789
+68
106
$288K 0.13%
18,598
-75
107
$277K 0.13%
1,400
108
$270K 0.12%
5,409
109
$268K 0.12%
2,544
-2,627
110
$264K 0.12%
1,524
111
$254K 0.12%
2,618
112
$221K 0.1%
+7,931
113
$219K 0.1%
+5,770
114
$217K 0.1%
+4,255
115
$214K 0.1%
+1,254
116
$210K 0.1%
+2,300
117
$203K 0.09%
+1,358
118
$155K 0.07%
25,460
-5,900
119
$138K 0.06%
25,000
120
$105K 0.05%
11,750
+75
121
$89K 0.04%
2,601
+276
122
$73K 0.03%
15,000
123
– –
-5,920
124
– –
-1,884
125
– –
-5,000
2 3 4
5
6