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
$202M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.45M
3
+$1.16M
4
T icon
AT&T
T
+$693K
5
DD icon
DuPont de Nemours
DD
+$533K

Top Sells

1
+$682K
2
+$581K
3
+$538K
4
AVY icon
Avery Dennison
AVY
+$313K
5
GM icon
General Motors
GM
+$292K

Sector Composition

1 Technology 21.3%
2 Healthcare 15.24%
3 Financials 13.68%
4 Industrials 11.14%
5 Energy 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.11%
29,703
-223
27
$2.23M 1.1%
11,820
+1,336
28
$2.13M 1.05%
21,451
+268
29
$1.71M 0.84%
22,066
+3,695
30
$1.68M 0.83%
151,725
+8,760
31
$1.67M 0.83%
38,000
32
$1.66M 0.82%
55,238
+168
33
$1.54M 0.76%
9,012
-62
34
$1.45M 0.72%
8,572
+226
35
$1.38M 0.68%
13,271
+1,737
36
$1.34M 0.66%
24,219
+390
37
$1.23M 0.61%
22,746
-78
38
$1.2M 0.59%
7,502
+259
39
$1.19M 0.59%
22,779
+152
40
$1.14M 0.56%
17,491
-500
41
$1.13M 0.56%
11,780
+449
42
$1.03M 0.51%
22,630
+1,574
43
$1.03M 0.51%
14,057
-100
44
$931K 0.46%
6,348
+292
45
$899K 0.44%
4,090
-134
46
$890K 0.44%
13,575
-1,900
47
$869K 0.43%
16,840
48
$857K 0.42%
11,300
-470
49
$835K 0.41%
144,160
-8,240
50
$835K 0.41%
13,933
+350
1
2
3 4 5