BWM
Buckley Wealth Management Portfolio holdings
AUM
$334M
This Quarter Return
-6.07%
1 Year Return
+13.99%
3 Year Return
+67.58%
5 Year Return
+135.58%
10 Year Return
–
AUM
$271M
AUM Growth
+$271M
(-13%)
Cap. Flow
-$9.48M
Cap. Flow
% of AUM
-3.49%
Top 10 Holdings %
Top 10 Hldgs %
46.55%
Holding
141
New
2
Increased
24
Reduced
73
Closed
30
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$8.56M |
| 2 |
AT&T
T
|
$2.27M |
| 3 |
Newmont
NEM
|
$1.89M |
| 4 |
Intel
INTC
|
$991K |
| 5 |
Marathon Petroleum
MPC
|
$984K |
Top Sells
| 1 |
Apple
AAPL
|
$3.45M |
| 2 |
Verizon
VZ
|
$1.62M |
| 3 |
Microsoft
MSFT
|
$974K |
| 4 |
Chevron
CVX
|
$966K |
| 5 |
Philip Morris
PM
|
$814K |
Sector Composition
| 1 | Technology | 27.23% |
| 2 | Healthcare | 16.9% |
| 3 | Financials | 10.97% |
| 4 | Energy | 10.61% |
| 5 | Consumer Discretionary | 10.28% |
