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
$184M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$839K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$411K
5
ABBV icon
AbbVie
ABBV
+$390K

Top Sells

1
+$543K
2
+$511K
3
+$455K
4
IDA icon
Idacorp
IDA
+$374K
5
DE icon
Deere & Co
DE
+$371K

Sector Composition

1 Technology 27.81%
2 Healthcare 20.28%
3 Financials 12.27%
4 Communication Services 9.31%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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