BWM

Buckley Wealth Management Portfolio holdings

AUM $377M
1-Year Est. Return 23.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.78M
3
+$1.23M
4
JPM icon
JPMorgan Chase
JPM
+$845K
5
CVX icon
Chevron
CVX
+$755K

Top Sells

1
+$1.66M
2
+$1.63M
3
+$1.53M
4
DUK icon
Duke Energy
DUK
+$1.14M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$621K

Sector Composition

1 Technology 22.15%
2 Healthcare 18.17%
3 Financials 13.77%
4 Energy 10.36%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,612
152
– –
-21,300
153
– –
-3,006
154
– –
-8,757
155
– –
-4,100
156
– –
-8,034
157
– –
-2,035
3 4 5 6
7