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
$272M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$666K
3
+$396K
4
BWA icon
BorgWarner
BWA
+$232K
5
BSX icon
Boston Scientific
BSX
+$88.2K

Top Sells

1
+$3.58M
2
+$3.1M
3
+$913K
4
T icon
AT&T
T
+$886K
5
IP icon
International Paper
IP
+$789K

Sector Composition

1 Technology 29.82%
2 Healthcare 15.26%
3 Energy 12%
4 Financials 11.79%
5 Consumer Staples 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 0.81%
39,850
-1,000
27
$2.17M 0.8%
9,472
28
$2.09M 0.77%
11,224
-240
29
$2M 0.74%
5,631
-312
30
$1.99M 0.73%
9,950
-248
31
$1.92M 0.71%
21,832
-3,510
32
$1.86M 0.68%
3,932
-50
33
$1.71M 0.63%
61,400
-9,210
34
$1.7M 0.63%
24,597
-221
35
$1.5M 0.55%
19,113
-5,556
36
$1.17M 0.43%
4,182
-160
37
$1.14M 0.42%
6,239
-29
38
$1.11M 0.41%
10,687
39
$1.1M 0.41%
10,200
-100
40
$1.1M 0.41%
17,170
-690
41
$1.09M 0.4%
38,038
-220
42
$1.06M 0.39%
+4,655
43
$1.01M 0.37%
13,055
+899
44
$1M 0.37%
1,795
-90
45
$990K 0.36%
7,095
-275
46
$984K 0.36%
2,140
+190
47
$983K 0.36%
4,358
-342
48
$958K 0.35%
42,925
-175
49
$952K 0.35%
5,750
+305
50
$948K 0.35%
10,625
-435
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