BWM

Buckley Wealth Management Portfolio holdings

AUM $392M
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$804K
3
+$648K
4
TWTR
Twitter, Inc.
TWTR
+$632K
5
OXY icon
Occidental Petroleum
OXY
+$491K

Top Sells

1
+$1.68M
2
+$1.12M
3
+$636K
4
CHRW icon
C.H. Robinson
CHRW
+$580K
5
COST icon
Costco
COST
+$451K

Sector Composition

1 Technology 24.29%
2 Healthcare 18.38%
3 Financials 13.39%
4 Energy 10.46%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.11%
3,310
-6
127
$226K 0.11%
1,889
128
$207K 0.1%
+1,000
129
$205K 0.1%
5,000
130
$202K 0.1%
15,175
131
$201K 0.1%
2,400
-1,100
132
$144K 0.07%
20,000
+5,000
133
$107K 0.05%
2,409
-892
134
– –
-3,000
135
– –
-800
136
– –
-13,840
137
– –
-4,864
138
– –
-2,650
139
– –
-3,710
140
– –
-3,688
141
– –
-2,943
142
– –
-17,879
143
– –
-1,050
144
– –
-10,500
145
– –
-2,345
146
– –
-2,700
147
– –
-8,136
148
– –
-2,221
149
– –
-8,500
150
– –
-4,885
3 4 5
6
7