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
$194M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.78M
3
+$1.11M
4
JPM icon
JPMorgan Chase
JPM
+$774K
5
CVX icon
Chevron
CVX
+$709K

Top Sells

1
+$1.63M
2
+$1.39M
3
+$1.33M
4
DUK icon
Duke Energy
DUK
+$1.16M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$621K

Sector Composition

1 Technology 22.15%
2 Healthcare 18.17%
3 Financials 13.77%
4 Energy 10.36%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.81%
38,000
27
$1.54M 0.8%
23,028
-7,889
28
$1.48M 0.76%
22,142
-2,670
29
$1.45M 0.75%
15,383
+1,911
30
$1.44M 0.74%
58,413
+2,252
31
$1.3M 0.67%
13,597
-14,622
32
$1.19M 0.61%
20,949
-200
33
$1.07M 0.55%
4,077
-13
34
$1.01M 0.52%
16,416
-1,393
35
$993K 0.51%
19,180
+1,400
36
$983K 0.51%
21,781
-24
37
$909K 0.47%
22,926
+50
38
$890K 0.46%
10,580
+180
39
$873K 0.45%
14,801
+658
40
$851K 0.44%
13,585
-210
41
$841K 0.43%
18,258
-6,992
42
$839K 0.43%
9,744
+241
43
$818K 0.42%
22,544
-36,685
44
$779K 0.4%
9,021
-13,430
45
$777K 0.4%
7,029
-40
46
$761K 0.39%
4,035
+20
47
$758K 0.39%
10,225
-882
48
$757K 0.39%
98,995
-23,225
49
$745K 0.38%
4,195
-55
50
$740K 0.38%
11,294
-302
1
2
3 4 5