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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.49M
3
+$6.98M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.73M
5
AMZN icon
Amazon
AMZN
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.63%
2 Healthcare 15.01%
3 Financials 13.84%
4 Industrials 11.42%
5 Energy 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.02%
+14,214
27
$1.95M 0.98%
+10,484
28
$1.88M 0.94%
+20,402
29
$1.79M 0.9%
+142,965
30
$1.63M 0.82%
+55,070
31
$1.61M 0.81%
+38,000
32
$1.58M 0.79%
+9,074
33
$1.54M 0.78%
+18,371
34
$1.54M 0.77%
+28,626
35
$1.53M 0.77%
+23,829
36
$1.51M 0.76%
+8,346
37
$1.37M 0.69%
+22,627
38
$1.32M 0.66%
+17,991
39
$1.28M 0.64%
+7,243
40
$1.21M 0.6%
+11,534
41
$1.2M 0.6%
+22,824
42
$1.15M 0.57%
+11,331
43
$1.06M 0.53%
+15,475
44
$996K 0.5%
+21,056
45
$950K 0.48%
+4,224
46
$934K 0.47%
+14,157
47
$888K 0.45%
+6,056
48
$881K 0.44%
+16,840
49
$871K 0.44%
+14,210
50
$867K 0.43%
+11,770
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