BWM

Buckley Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$518K
3
+$349K
4
JNJ icon
Johnson & Johnson
JNJ
+$322K
5
XOM icon
Exxon Mobil
XOM
+$281K

Top Sells

1
+$874K
2
+$612K
3
+$496K
4
GILD icon
Gilead Sciences
GILD
+$452K
5
CAT icon
Caterpillar
CAT
+$353K

Sector Composition

1 Technology 26.08%
2 Healthcare 19.1%
3 Financials 13.47%
4 Energy 10.19%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$210K 0.1%
25,000
+5,000
127
$209K 0.09%
+6,644
128
$208K 0.09%
2,400
129
$207K 0.09%
+7,931
130
$205K 0.09%
1,074
-375
131
$204K 0.09%
+5,087
132
$135K 0.06%
+10,000
133
$131K 0.06%
2,359
-50
134
– –
-2,794
135
– –
-6,616
136
– –
-15,175
137
– –
-1,000
138
– –
-8,451
139
– –
-4,992
2 3 4 5
6