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
$267M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$852K
3
+$634K
4
XOM icon
Exxon Mobil
XOM
+$227K
5
WBA
Walgreens Boots Alliance
WBA
+$165K

Top Sells

1
+$1.86M
2
+$1.07M
3
+$1.02M
4
UNH icon
UnitedHealth
UNH
+$1M
5
AMT icon
American Tower
AMT
+$675K

Sector Composition

1 Technology 27.73%
2 Healthcare 14.63%
3 Financials 12.74%
4 Energy 12.71%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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