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
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$989K
3
+$685K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$436K
5
MCD icon
McDonald's
MCD
+$402K

Top Sells

1
+$859K
2
+$674K
3
+$511K
4
BDX icon
Becton Dickinson
BDX
+$422K
5
BA icon
Boeing
BA
+$412K

Sector Composition

1 Technology 29.64%
2 Healthcare 19.42%
3 Financials 11.23%
4 Communication Services 8.95%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.78%
13,539
-47
27
$1.49M 0.68%
36,544
-16
28
$1.44M 0.65%
8,239
+974
29
$1.38M 0.62%
19,634
+294
30
$1.36M 0.62%
13,894
+719
31
$1.35M 0.61%
14,186
+105
32
$1.28M 0.58%
24,120
+881
33
$1.22M 0.55%
8,998
+2,513
34
$1.18M 0.53%
49,458
-4,286
35
$1.17M 0.53%
5,526
-32
36
$1.15M 0.52%
6,254
+2,180
37
$1.13M 0.51%
15,980
-1,480
38
$1.05M 0.48%
32,425
+1,456
39
$1.04M 0.47%
26,622
+1,854
40
$1.03M 0.47%
7,931
41
$1.02M 0.46%
5,345
-1,000
42
$1M 0.45%
3,434
-79
43
$989K 0.45%
+16,058
44
$926K 0.42%
3,522
+591
45
$905K 0.41%
6,840
-1
46
$898K 0.41%
2,690
-50
47
$890K 0.4%
15,139
+830
48
$868K 0.39%
4,040
-35
49
$851K 0.39%
25,130
-555
50
$851K 0.39%
2,878
-286
1
2
3 4 5