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
$343M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.78M
3
+$1.69M
4
INTC icon
Intel
INTC
+$809K
5
PYPL icon
PayPal
PYPL
+$656K

Top Sells

1
+$2.04M
2
+$1.88M
3
+$1.31M
4
MRK icon
Merck
MRK
+$849K
5
ILMN icon
Illumina
ILMN
+$838K

Sector Composition

1 Technology 27.77%
2 Healthcare 16.96%
3 Consumer Discretionary 11.47%
4 Financials 10.77%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 0.92%
21,182
+3,897
27
$2.81M 0.82%
10,887
+1,414
28
$2.49M 0.73%
18,418
+984
29
$2.24M 0.65%
6,296
-912
30
$2.21M 0.64%
11,711
+328
31
$2.14M 0.62%
+49,200
32
$2.04M 0.59%
5,881
+359
33
$2.01M 0.59%
9,725
+8,620
34
$1.95M 0.57%
22,662
-1,033
35
$1.81M 0.53%
34,886
-4,001
36
$1.75M 0.51%
23,107
+1,771
37
$1.75M 0.51%
39,410
-2,450
38
$1.69M 0.49%
+57,310
39
$1.65M 0.48%
17,327
-564
40
$1.6M 0.47%
8,464
+3,479
41
$1.58M 0.46%
3,820
+259
42
$1.49M 0.44%
10,300
-980
43
$1.47M 0.43%
23,593
-250
44
$1.41M 0.41%
21,200
-10,000
45
$1.31M 0.38%
18,211
-525
46
$1.29M 0.38%
4,824
-1,531
47
$1.26M 0.37%
18,655
+1,440
48
$1.23M 0.36%
13,184
+2,711
49
$1.22M 0.36%
10,800
50
$1.22M 0.36%
12,410
+5,995
1
2
3 4 5