BWM

Buckley Wealth Management Portfolio holdings

AUM $365M
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
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
+$2.27M
2
+$1.89M
3
+$991K
4
MPC icon
Marathon Petroleum
MPC
+$984K
5
HUM icon
Humana
HUM
+$957K

Top Sells

1
+$3.45M
2
+$1.62M
3
+$974K
4
CVX icon
Chevron
CVX
+$966K
5
PM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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141
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