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
$229M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$628K
3
+$548K
4
CVX icon
Chevron
CVX
+$525K
5
CAT icon
Caterpillar
CAT
+$443K

Top Sells

1
+$739K
2
+$681K
3
+$670K
4
STX icon
Seagate
STX
+$572K
5
CSX icon
CSX Corp
CSX
+$512K

Sector Composition

1 Technology 21.74%
2 Healthcare 15.71%
3 Financials 14.29%
4 Energy 10.74%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 1.16%
20,509
+1,334
27
$2.25M 0.98%
29,193
+180
28
$2.02M 0.88%
24,812
-35
29
$1.86M 0.81%
8,963
-49
30
$1.8M 0.78%
22,451
-15
31
$1.71M 0.75%
38,000
32
$1.66M 0.72%
56,161
+155
33
$1.63M 0.71%
8,034
-378
34
$1.52M 0.67%
21,149
-1,320
35
$1.46M 0.64%
17,809
+615
36
$1.45M 0.63%
13,472
-260
37
$1.33M 0.58%
25,250
+99
38
$1.13M 0.49%
122,220
-2,105
39
$1.13M 0.49%
14,143
+86
40
$1.12M 0.49%
21,805
-60
41
$1.12M 0.49%
4,090
42
$1.07M 0.47%
9,503
-1,689
43
$1.06M 0.47%
22,876
+216
44
$1.06M 0.46%
17,780
+1,000
45
$1.01M 0.44%
13,795
-187
46
$944K 0.41%
10,704
-570
47
$941K 0.41%
11,107
+7,415
48
$914K 0.4%
10,400
-300
49
$913K 0.4%
11,596
+1,783
50
$894K 0.39%
4,015
-73
1
2
3 4 5