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
$211M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$722K
3
+$707K
4
KR icon
Kroger
KR
+$564K
5
PNC icon
PNC Financial Services
PNC
+$453K

Top Sells

1
+$2.28M
2
+$1.23M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$779K
5
JCI icon
Johnson Controls International
JCI
+$616K

Sector Composition

1 Technology 23.38%
2 Healthcare 17.52%
3 Financials 13.63%
4 Energy 10.86%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.89%
21,197
-945
27
$1.85M 0.88%
22,789
-239
28
$1.62M 0.77%
38,000
29
$1.56M 0.74%
56,688
-1,725
30
$1.45M 0.69%
13,650
-1,733
31
$1.32M 0.63%
12,107
-1,490
32
$1.27M 0.6%
7,602
-13,652
33
$1.19M 0.56%
17,936
+1,520
34
$1.17M 0.55%
20,439
-510
35
$1.13M 0.53%
19,180
36
$1.11M 0.52%
20,610
-1,171
37
$1.04M 0.49%
10,973
+1,229
38
$1.03M 0.49%
9,890
-690
39
$967K 0.46%
22,926
40
$918K 0.43%
3,898
-137
41
$910K 0.43%
13,633
+48
42
$890K 0.42%
22,260
+2,303
43
$887K 0.42%
14,819
+18
44
$842K 0.4%
95,895
-3,100
45
$842K 0.4%
17,421
-837
46
$812K 0.38%
9,021
47
$791K 0.37%
26,310
-750
48
$782K 0.37%
6,378
-651
49
$775K 0.37%
9,205
-1,020
50
$773K 0.37%
8,760
-670
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