BWM

Buckley Wealth Management Portfolio holdings

AUM $365M
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
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
101
– –
-2,685
102
– –
-5,700
103
– –
-4,504
104
– –
-7,515
105
– –
-1,554
106
– –
-977
107
– –
-788
108
– –
-1,215
109
– –
-2,620
110
– –
-6,848
111
– –
-581
112
– –
-3,066
113
– –
-3,054
114
– –
-334
115
– –
-3,516
116
– –
-6,040
117
– –
-978
118
– –
-3,987
119
– –
-876
120
– –
-4,828
121
– –
-2,011
122
– –
-1,553
123
– –
-5,064
124
– –
-6,358
125
– –
-4,804
2 3 4
5
6