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
$312M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.27M
3
+$1.2M
4
INTC icon
Intel
INTC
+$933K
5
MMM icon
3M
MMM
+$851K

Top Sells

1
+$1.09M
2
+$699K
3
+$604K
4
HON icon
Honeywell
HON
+$444K
5
COST icon
Costco
COST
+$385K

Sector Composition

1 Technology 27.54%
2 Healthcare 13.61%
3 Financials 13.1%
4 Energy 11.75%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.8%
39,262
+6,017
27
$2.42M 0.78%
5,212
-169
28
$2.41M 0.77%
9,462
-234
29
$2.35M 0.75%
133,700
-4,000
30
$2.28M 0.73%
63,715
+1,750
31
$1.85M 0.59%
18,276
-355
32
$1.76M 0.57%
46,518
-585
33
$1.74M 0.56%
3,815
-50
34
$1.61M 0.52%
3,259
-454
35
$1.53M 0.49%
11,530
+80
36
$1.5M 0.48%
10,707
-238
37
$1.4M 0.45%
7,915
-165
38
$1.37M 0.44%
4,395
-65
39
$1.31M 0.42%
8,623
-1,047
40
$1.3M 0.42%
5,345
-400
41
$1.28M 0.41%
7,545
-125
42
$1.27M 0.41%
+22,310
43
$1.27M 0.41%
4,558
-110
44
$1.26M 0.4%
7,395
-5
45
$1.25M 0.4%
15,427
-65
46
$1.24M 0.4%
11,057
-285
47
$1.18M 0.38%
2,460
-30
48
$1.17M 0.37%
29,955
-310
49
$1.14M 0.37%
9,495
-95
50
$1.14M 0.37%
3,794
-113
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2
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