BWM

Buckley Wealth Management Portfolio holdings

AUM $392M
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.1M
3
+$1.31M
4
HUM icon
Humana
HUM
+$960K
5
MPC icon
Marathon Petroleum
MPC
+$928K

Top Sells

1
+$3.92M
2
+$1.62M
3
+$1.1M
4
CVX icon
Chevron
CVX
+$1.03M
5
CMCSA icon
Comcast
CMCSA
+$969K

Sector Composition

1 Technology 27.23%
2 Healthcare 16.9%
3 Financials 10.97%
4 Energy 10.61%
5 Consumer Discretionary 10.28%
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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132
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133
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135
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137
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138
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139
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140
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-2,708
141
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2 3 4 5
6