BWM
Buckley Wealth Management Portfolio holdings
AUM
$334M
This Quarter Return
+12.63%
1 Year Return
+13.99%
3 Year Return
+67.58%
5 Year Return
+135.58%
10 Year Return
–
AUM
$343M
AUM Growth
+$343M
(+11%)
Cap. Flow
-$1.51M
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
47.67%
Holding
142
New
14
Increased
52
Reduced
45
Closed
17
Top Buys
| 1 |
Campbell Soup
CPB
|
$2.14M |
| 2 |
Caterpillar
CAT
|
$1.78M |
| 3 |
NVIDIA
NVDA
|
$1.69M |
| 4 |
Intel
INTC
|
$809K |
| 5 |
PayPal
PYPL
|
$656K |
Top Sells
| 1 |
Apple
AAPL
|
$2.04M |
| 2 |
AT&T
T
|
$1.88M |
| 3 |
CVS Health
CVS
|
$1.31M |
| 4 |
Merck
MRK
|
$849K |
| 5 |
Illumina
ILMN
|
$838K |
Sector Composition
| 1 | Technology | 27.77% |
| 2 | Healthcare | 16.96% |
| 3 | Consumer Discretionary | 11.47% |
| 4 | Financials | 10.77% |
| 5 | Consumer Staples | 8.91% |
