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
26
$2.47M 1.17%
11,820
27
$2.06M 0.97%
29,013
-690
28
$2.01M 0.95%
24,847
+3,396
29
$1.78M 0.84%
22,466
+400
30
$1.66M 0.79%
9,012
31
$1.64M 0.77%
38,000
32
$1.58M 0.75%
56,006
+768
33
$1.54M 0.73%
8,412
-160
34
$1.51M 0.72%
13,732
+461
35
$1.44M 0.68%
17,194
-297
36
$1.39M 0.66%
25,151
+2,372
37
$1.38M 0.65%
124,325
-27,400
38
$1.26M 0.6%
22,469
-1,750
39
$1.26M 0.59%
11,192
-588
40
$1.07M 0.51%
22,660
-86
41
$986K 0.47%
14,057
42
$974K 0.46%
4,090
43
$963K 0.46%
21,865
-765
44
$955K 0.45%
13,982
+49
45
$936K 0.44%
16,780
-60
46
$901K 0.43%
12,904
+109
47
$891K 0.42%
10,700
-600
48
$858K 0.41%
11,274
+75
49
$819K 0.39%
6,132
-216
50
$803K 0.38%
+4,088
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