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
$294M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$506K
3
+$489K
4
V icon
Visa
V
+$468K
5
AXP icon
American Express
AXP
+$468K

Top Sells

1
+$6.12M
2
+$1.08M
3
+$899K
4
PNC icon
PNC Financial Services
PNC
+$494K
5
MRK icon
Merck
MRK
+$481K

Sector Composition

1 Technology 29.78%
2 Healthcare 14.59%
3 Financials 12.76%
4 Energy 10.78%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.77%
12,524
+1,300
27
$2.17M 0.74%
16,109
-3,414
28
$1.93M 0.66%
16,525
-1,055
29
$1.8M 0.61%
21,195
+2,082
30
$1.8M 0.61%
3,900
-32
31
$1.79M 0.61%
39,200
-650
32
$1.71M 0.58%
20,413
-1,419
33
$1.7M 0.58%
40,150
-21,250
34
$1.69M 0.58%
26,444
+1,847
35
$1.5M 0.51%
6,329
+1,971
36
$1.48M 0.5%
51,632
+13,594
37
$1.46M 0.5%
19,646
+6,591
38
$1.38M 0.47%
7,439
+1,200
39
$1.35M 0.46%
15,600
-1,570
40
$1.33M 0.45%
4,320
+1,028
41
$1.24M 0.42%
2,788
+648
42
$1.21M 0.41%
9,997
-690
43
$1.13M 0.38%
4,545
-110
44
$1.12M 0.38%
5,805
+15
45
$1.12M 0.38%
11,792
+50
46
$1.09M 0.37%
9,370
+1,590
47
$1.09M 0.37%
14,665
+3,414
48
$1.07M 0.36%
12,115
+3,860
49
$1.05M 0.36%
3,520
-662
50
$1.05M 0.36%
10,200
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