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
$309M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.48M
3
+$1.92M
4
DOW icon
Dow Inc
DOW
+$1.61M
5
DD icon
DuPont de Nemours
DD
+$1.55M

Top Sells

1
+$716K
2
+$327K
3
+$285K
4
LMT icon
Lockheed Martin
LMT
+$275K
5
FVRR icon
Fiverr
FVRR
+$255K

Sector Composition

1 Technology 26.27%
2 Healthcare 17.86%
3 Consumer Discretionary 11.86%
4 Financials 11.16%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.82%
17,285
+9,645
27
$2.49M 0.8%
7,208
-797
28
$2.19M 0.71%
11,383
+520
29
$2.1M 0.68%
38,887
-241
30
$2.04M 0.66%
23,695
-1,805
31
$1.92M 0.62%
9,473
+375
32
$1.88M 0.61%
17,434
+894
33
$1.78M 0.57%
41,860
+718
34
$1.7M 0.55%
17,891
+505
35
$1.62M 0.52%
5,522
+298
36
$1.53M 0.5%
6,355
+90
37
$1.51M 0.49%
31,200
+2,840
38
$1.5M 0.49%
11,280
39
$1.41M 0.46%
23,843
40
$1.41M 0.46%
21,336
+2,388
41
$1.36M 0.44%
8,132
-1,039
42
$1.3M 0.42%
4,985
-257
43
$1.27M 0.41%
18,736
-398
44
$1.14M 0.37%
3,561
+250
45
$1.12M 0.36%
10,800
-100
46
$1.11M 0.36%
4,876
+282
47
$1.08M 0.35%
19,374
+1,363
48
$1.07M 0.35%
1,760
-80
49
$1.03M 0.33%
3,817
-215
50
$1.03M 0.33%
17,215
+2,465
1
2
3 4 5