BWM

Buckley Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.69M
3
+$803K
4
ANDV
Andeavor
ANDV
+$670K
5
MSCI icon
MSCI
MSCI
+$618K

Top Sells

1
+$735K
2
+$719K
3
+$686K
4
UNM icon
Unum
UNM
+$567K
5
AMLP icon
Alerian MLP ETF
AMLP
+$547K

Sector Composition

1 Technology 21.14%
2 Healthcare 14.65%
3 Financials 14.31%
4 Energy 11.29%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$220K 0.1%
1,185
152
$220K 0.1%
+6,564
153
$219K 0.1%
3,278
+40
154
$219K 0.1%
1,000
155
$204K 0.1%
4,948
156
$202K 0.1%
1,986
157
$103K 0.05%
17,879
158
– –
-6,995
159
– –
-14,530
160
– –
-1,884
161
– –
-16,960
162
– –
-4,707
163
– –
-2,460
164
– –
-8,519
165
– –
-11,903
166
– –
-4,722
167
– –
-7,767
168
– –
-3,203
3 4 5 6
7