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
$327M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.47M
2 +$1.4M
3 +$747K
4
LRCX icon
Lam Research
LRCX
+$727K
5
XOM icon
Exxon Mobil
XOM
+$606K

Top Sells

1 +$1.02M
2 +$890K
3 +$685K
4
PFE icon
Pfizer
PFE
+$533K
5
BMY icon
Bristol-Myers Squibb
BMY
+$498K

Sector Composition

1 Technology 27.83%
2 Financials 14.36%
3 Healthcare 11.33%
4 Energy 11.12%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$201K 0.06%
5,346
102
-9,622
103
-3,028