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
$288M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$850K
3
+$788K
4
JNJ icon
Johnson & Johnson
JNJ
+$734K
5
MCK icon
McKesson
MCK
+$722K

Top Sells

1
+$1.55M
2
+$819K
3
+$498K
4
T icon
AT&T
T
+$403K
5
PFE icon
Pfizer
PFE
+$350K

Sector Composition

1 Technology 29.49%
2 Healthcare 14.04%
3 Financials 12.6%
4 Energy 11.03%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.77%
5,381
-34
27
$2.16M 0.75%
9,696
-157
28
$2.02M 0.7%
33,245
-1,280
29
$1.95M 0.68%
3,713
-48
30
$1.75M 0.61%
3,865
-35
31
$1.75M 0.61%
18,631
-667
32
$1.59M 0.55%
47,103
-1,340
33
$1.5M 0.52%
30,360
-910
34
$1.36M 0.47%
9,670
35
$1.28M 0.44%
11,450
-650
36
$1.22M 0.42%
4,668
-55
37
$1.18M 0.41%
5,745
+10
38
$1.15M 0.4%
8,080
+960
39
$1.14M 0.4%
11,342
-455
40
$1.13M 0.39%
15,492
+1,440
41
$1.11M 0.39%
10,945
-363
42
$1.11M 0.39%
7,670
-205
43
$1.1M 0.38%
9,590
-1,545
44
$1.09M 0.38%
73,955
+30,530
45
$1.08M 0.38%
3,083
-65
46
$1.07M 0.37%
+4,460
47
$1.06M 0.37%
2,490
-100
48
$1.05M 0.37%
30,265
-600
49
$1.05M 0.36%
3,545
50
$1.04M 0.36%
6,098
-38
1
2
3 4 5