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
$365M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.96M
3
+$1.38M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.18M
5
BKH icon
Black Hills Corp
BKH
+$989K

Top Sells

1
+$1.3M
2
+$902K
3
+$791K
4
MSFT icon
Microsoft
MSFT
+$557K
5
AVGO icon
Broadcom
AVGO
+$510K

Sector Composition

1 Technology 27.19%
2 Financials 15.63%
3 Healthcare 10.67%
4 Energy 10.34%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 10.91%
156,522
-1,007
2
$35.3M 9.67%
68,192
-1,092
3
$21.5M 5.89%
88,456
+2,739
4
$21M 5.75%
41,767
+2,441
5
$18.6M 5.09%
119,655
-970
6
$18.4M 5.05%
58,447
-503
7
$16.5M 4.53%
75,374
-350
8
$12.4M 3.39%
109,718
+1,460
9
$12M 3.3%
13,006
+3,116
10
$11M 3.03%
59,588
-1,169
11
$9.35M 2.56%
33,148
-145
12
$9M 2.46%
58,549
+1,565
13
$8.89M 2.43%
129,885
-1,783
14
$5.77M 1.58%
76,467
+5,946
15
$5.22M 1.43%
27,997
-586
16
$5.02M 1.38%
38,005
-1,000
17
$4.66M 1.28%
55,493
-1,857
18
$4.37M 1.2%
9,150
-40
19
$4.22M 1.15%
27,177
-250
20
$4.2M 1.15%
10,371
-61
21
$3.76M 1.03%
16,259
-96
22
$3.32M 0.91%
101,745
-6,503
23
$3.19M 0.87%
9,656
-1,664
24
$2.81M 0.77%
99,424
-1,576
25
$2.66M 0.73%
18,424
-1,291
1
2 3 4 5