BWM

Buckley Wealth Management Portfolio holdings

AUM $377M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$893K
3
+$727K
4
JNJ icon
Johnson & Johnson
JNJ
+$718K
5
MCK icon
McKesson
MCK
+$709K

Top Sells

1
+$1.55M
2
+$819K
3
+$509K
4
T icon
AT&T
T
+$379K
5
PFE icon
Pfizer
PFE
+$368K

Sector Composition

1 Technology 29.49%
2 Healthcare 14.04%
3 Financials 12.6%
4 Energy 11.03%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.07%
3,260
-2,390
102
– –
-5,533
103
– –
-9,455
104
– –
-37,700
1 2 3 4
5