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
$184M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$839K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$411K
5
ABBV icon
AbbVie
ABBV
+$390K

Top Sells

1
+$543K
2
+$511K
3
+$455K
4
IDA icon
Idacorp
IDA
+$374K
5
DE icon
Deere & Co
DE
+$371K

Sector Composition

1 Technology 27.81%
2 Healthcare 20.28%
3 Financials 12.27%
4 Communication Services 9.31%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.74%
13,586
+1,335
27
$1.28M 0.7%
18,965
-312
28
$1.21M 0.65%
14,081
+2,766
29
$1.14M 0.62%
53,744
+4,175
30
$1.07M 0.58%
36,560
+6,196
31
$1.01M 0.55%
17,460
-1,180
32
$1M 0.54%
13,175
+5,115
33
$984K 0.53%
6,345
34
$971K 0.53%
20,099
+1,990
35
$962K 0.52%
5,558
+761
36
$905K 0.49%
7,931
+5,459
37
$861K 0.47%
5,773
-147
38
$852K 0.46%
24,768
+9,283
39
$826K 0.45%
30,969
+7,969
40
$822K 0.45%
6,841
+2,068
41
$817K 0.44%
3,513
+107
42
$798K 0.43%
14,309
-788
43
$792K 0.43%
23,239
+9,364
44
$792K 0.43%
2,740
+5
45
$774K 0.42%
25,685
-100
46
$766K 0.42%
6,297
+1,970
47
$764K 0.41%
3,164
+353
48
$722K 0.39%
12,008
+3,052
49
$708K 0.38%
7,326
+2,621
50
$696K 0.38%
7,265
+175
1
2
3 4 5