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
$220M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$518K
3
+$349K
4
JNJ icon
Johnson & Johnson
JNJ
+$322K
5
XOM icon
Exxon Mobil
XOM
+$281K

Top Sells

1
+$874K
2
+$612K
3
+$496K
4
GILD icon
Gilead Sciences
GILD
+$452K
5
CAT icon
Caterpillar
CAT
+$353K

Sector Composition

1 Technology 26.08%
2 Healthcare 19.1%
3 Financials 13.47%
4 Energy 10.19%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.77%
19,277
27
$1.66M 0.75%
30,364
-681
28
$1.66M 0.75%
40,329
+12,569
29
$1.57M 0.71%
12,251
-1,005
30
$1.41M 0.64%
11,315
+516
31
$1.39M 0.63%
16,370
-507
32
$1.25M 0.57%
18,640
-560
33
$1.02M 0.46%
4,797
-237
34
$1.01M 0.46%
9,079
-1,474
35
$1M 0.45%
11,716
-1,700
36
$969K 0.44%
15,097
+4,287
37
$959K 0.44%
18,109
-540
38
$938K 0.43%
23,000
-15,000
39
$891K 0.4%
13,875
+200
40
$877K 0.4%
3,406
-333
41
$839K 0.38%
2,811
-255
42
$837K 0.38%
13,897
-1,132
43
$831K 0.38%
20,305
-2,055
44
$831K 0.38%
6,480
-1,950
45
$822K 0.37%
9,010
+1,000
46
$801K 0.36%
4,926
-290
47
$776K 0.35%
7,658
-780
48
$767K 0.35%
7,090
-420
49
$765K 0.35%
12,535
-1,047
50
$760K 0.34%
6,570
-1,375
1
2
3 4 5