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
$311M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.18M
3
+$1.11M
4
INTC icon
Intel
INTC
+$1.08M
5
WMB icon
Williams Companies
WMB
+$1.01M

Top Sells

1
+$4.25M
2
+$1.67M
3
+$1.39M
4
CRM icon
Salesforce
CRM
+$951K
5
NKE icon
Nike
NKE
+$854K

Sector Composition

1 Technology 27.28%
2 Healthcare 16.94%
3 Financials 11.23%
4 Consumer Discretionary 9.41%
5 Energy 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.28M 1.06%
6,385
-271
27
$2.82M 0.91%
50,709
+1,120
28
$2.36M 0.76%
49,050
-750
29
$2.23M 0.72%
5,182
-100
30
$2.2M 0.71%
12,614
+308
31
$2.14M 0.69%
11,972
-35
32
$1.97M 0.63%
12,827
+125
33
$1.92M 0.62%
6,659
-15
34
$1.83M 0.59%
18,523
-1,014
35
$1.62M 0.52%
32,002
-2,541
36
$1.59M 0.51%
20,660
-500
37
$1.55M 0.5%
27,711
+1,242
38
$1.42M 0.46%
18,297
-351
39
$1.4M 0.45%
35,612
-308
40
$1.33M 0.43%
42,835
-364
41
$1.25M 0.4%
4,510
-95
42
$1.24M 0.4%
6,276
-99
43
$1.23M 0.4%
7,386
-225
44
$1.18M 0.38%
15,456
-36
45
$1.16M 0.37%
10,600
+280
46
$1.15M 0.37%
4,674
-596
47
$1.14M 0.37%
8,935
+1,020
48
$1.13M 0.36%
2,343
+269
49
$1.12M 0.36%
13,251
+165
50
$1.11M 0.36%
11,994
-45,861
1
2
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