BWM

Buckley Wealth Management Portfolio holdings

AUM $365M
1-Year Est. Return 18.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.78M
3
+$1.69M
4
INTC icon
Intel
INTC
+$809K
5
PYPL icon
PayPal
PYPL
+$656K

Top Sells

1
+$2.04M
2
+$1.88M
3
+$1.31M
4
MRK icon
Merck
MRK
+$849K
5
ILMN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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129
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130
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132
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133
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135
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136
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137
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138
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139
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-850
140
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-6,204
141
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-2,972
142
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-4,594
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6