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
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$989K
3 +$685K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$436K
5
MCD icon
McDonald's
MCD
+$402K

Top Sells

1 +$859K
2 +$674K
3 +$511K
4
BDX icon
Becton Dickinson
BDX
+$422K
5
BA icon
Boeing
BA
+$412K

Sector Composition

1 Technology 29.64%
2 Healthcare 19.42%
3 Financials 11.23%
4 Communication Services 8.95%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,029
127
-7,907
128
-7,306
129
-22,700
130
-6,072
131
-1,792