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
$312M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.1M
3
+$1.08M
4
INTC icon
Intel
INTC
+$941K
5
MMM icon
3M
MMM
+$795K

Top Sells

1
+$1.09M
2
+$672K
3
+$604K
4
HON icon
Honeywell
HON
+$444K
5
COST icon
Costco
COST
+$376K

Sector Composition

1 Technology 27.54%
2 Healthcare 13.61%
3 Financials 13.1%
4 Energy 11.75%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.07%
+3,452
102
$217K 0.07%
+924
103
$212K 0.07%
3,160
-100
104
$202K 0.06%
3,142
105
$201K 0.06%
+414
106
– –
-850
107
– –
-11,836
108
– –
-2,115
109
– –
-73,955
1 2 3 4
5