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
$223M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.56M
3
+$1.03M
4
T icon
AT&T
T
+$885K
5
CSCO icon
Cisco
CSCO
+$672K

Top Sells

1
+$3.67M
2
+$1.51M
3
+$1.5M
4
STC icon
Stewart Information Services
STC
+$1.05M
5
PYPL icon
PayPal
PYPL
+$519K

Sector Composition

1 Technology 31.01%
2 Healthcare 20.14%
3 Financials 10.45%
4 Consumer Discretionary 9.27%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.73%
9,799
+801
27
$1.45M 0.65%
44,082
-2,971
28
$1.26M 0.57%
14,408
+514
29
$1.24M 0.56%
51,591
+2,133
30
$1.22M 0.55%
21,946
-2,174
31
$1.19M 0.53%
5,420
-834
32
$1.17M 0.53%
5,345
33
$1.16M 0.52%
15,498
-4,136
34
$1.16M 0.52%
4,855
-671
35
$1.1M 0.5%
5,606
-2,633
36
$1.1M 0.49%
18,189
+3,050
37
$1.08M 0.48%
14,680
-1,300
38
$1.07M 0.48%
10,721
-3,465
39
$1.04M 0.47%
18,058
+2,000
40
$1.04M 0.47%
7,745
-186
41
$1.03M 0.46%
4,090
-85
42
$927K 0.42%
20,826
-260
43
$920K 0.41%
5,845
-220
44
$890K 0.4%
7,093
-305
45
$889K 0.4%
2,629
-249
46
$871K 0.39%
23,910
-250
47
$838K 0.38%
13,474
+2,590
48
$825K 0.37%
3,072
-450
49
$781K 0.35%
2,387
-1,047
50
$754K 0.34%
8,510
1
2
3 4 5