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
$271M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.89M
3
+$991K
4
MPC icon
Marathon Petroleum
MPC
+$984K
5
HUM icon
Humana
HUM
+$957K

Top Sells

1
+$3.45M
2
+$1.62M
3
+$974K
4
CVX icon
Chevron
CVX
+$966K
5
PM icon
Philip Morris
PM
+$814K

Sector Composition

1 Technology 27.23%
2 Healthcare 16.9%
3 Financials 10.97%
4 Energy 10.61%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 1.07%
5,760
-625
27
$2.54M 0.94%
50,364
-345
28
$2.08M 0.77%
11,085
-1,529
29
$2.08M 0.77%
20,910
+9,910
30
$1.93M 0.71%
41,050
-8,000
31
$1.77M 0.65%
11,409
-1,418
32
$1.72M 0.63%
10,472
-1,500
33
$1.61M 0.6%
4,182
-1,000
34
$1.6M 0.59%
5,950
-709
35
$1.55M 0.57%
24,898
-2,813
36
$1.46M 0.54%
20,520
-140
37
$1.17M 0.43%
38,661
-4,174
38
$1.12M 0.41%
16,802
-620
39
$1.11M 0.41%
14,144
-4,153
40
$1.02M 0.38%
10,300
41
$1.01M 0.37%
6,207
-1,179
42
$1.01M 0.37%
4,383
-291
43
$1.01M 0.37%
10,500
-100
44
$1M 0.37%
8,880
-55
45
$967K 0.36%
12,805
-455
46
$957K 0.35%
+1,973
47
$948K 0.35%
8,875
-880
48
$941K 0.35%
11,904
-3,552
49
$925K 0.34%
6,835
-245
50
$917K 0.34%
3,459
-3
1
2
3 4 5