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
$204M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$818K
3
+$647K
4
TWTR
Twitter, Inc.
TWTR
+$637K
5
OXY icon
Occidental Petroleum
OXY
+$462K

Top Sells

1
+$1.8M
2
+$1.14M
3
+$636K
4
CHRW icon
C.H. Robinson
CHRW
+$580K
5
COST icon
Costco
COST
+$462K

Sector Composition

1 Technology 24.29%
2 Healthcare 18.38%
3 Financials 13.39%
4 Energy 10.46%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.72%
31,045
+17,171
27
$1.47M 0.72%
38,000
28
$1.47M 0.72%
19,277
-1,012
29
$1.46M 0.71%
49,864
-7,199
30
$1.28M 0.63%
16,877
-3,945
31
$1.28M 0.63%
10,799
+1,287
32
$1.23M 0.6%
27,760
+10,386
33
$1.17M 0.57%
19,200
+120
34
$1.08M 0.53%
10,553
-1,277
35
$1.06M 0.52%
13,416
-248
36
$1.03M 0.5%
18,649
-1,606
37
$975K 0.48%
13,675
+1,836
38
$975K 0.48%
5,034
+3,343
39
$913K 0.45%
15,029
+68
40
$901K 0.44%
8,430
-145
41
$833K 0.41%
3,066
-220
42
$828K 0.41%
3,739
-36
43
$827K 0.4%
3,850
-45
44
$823K 0.4%
7,945
-265
45
$792K 0.39%
8,438
-817
46
$778K 0.38%
7,510
-1,475
47
$774K 0.38%
5,216
+370
48
$768K 0.38%
8,010
-1,011
49
$757K 0.37%
13,582
+62
50
$753K 0.37%
22,360
+7,640
1
2
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