BWM

Buckley Wealth Management Portfolio holdings

AUM $392M
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$673K
3
+$447K
4
BWA icon
BorgWarner
BWA
+$222K
5
ELV icon
Elevance Health
ELV
+$90.4K

Top Sells

1
+$3.21M
2
+$2.93M
3
+$927K
4
T icon
AT&T
T
+$879K
5
IP icon
International Paper
IP
+$789K

Sector Composition

1 Technology 29.82%
2 Healthcare 15.26%
3 Energy 12%
4 Financials 11.79%
5 Consumer Staples 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-10,192
102
– –
-22,775
103
– –
-5,169
104
– –
-1,223
105
– –
-1,298
106
– –
-1,743
107
– –
-1,500
108
– –
-1,200
109
– –
-41,200
1 2 3 4
5