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
$316M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.15M
3
+$600K
4
SOLV icon
Solventum
SOLV
+$381K
5
WBA
Walgreens Boots Alliance
WBA
+$310K

Top Sells

1
+$2.28M
2
+$1.14M
3
+$1.04M
4
GE icon
GE Aerospace
GE
+$768K
5
HUM icon
Humana
HUM
+$711K

Sector Composition

1 Technology 28.95%
2 Healthcare 12.92%
3 Financials 12.9%
4 Energy 11.63%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.52M 0.8%
131,700
-2,000
27
$2.32M 0.73%
13,360
-1,700
28
$2.26M 0.72%
5,154
-58
29
$2.09M 0.66%
19,018
+742
30
$2.09M 0.66%
9,465
+3
31
$1.81M 0.57%
45,533
-985
32
$1.77M 0.56%
3,781
-34
33
$1.68M 0.53%
10,460
-1,070
34
$1.64M 0.52%
3,213
-46
35
$1.57M 0.5%
7,866
+321
36
$1.49M 0.47%
8,123
-500
37
$1.36M 0.43%
7,011
+1,111
38
$1.28M 0.4%
30,045
+90
39
$1.27M 0.4%
+9,860
40
$1.25M 0.4%
3,975
-420
41
$1.24M 0.39%
3,784
-10
42
$1.2M 0.38%
2,213
+51
43
$1.19M 0.38%
4,540
-18
44
$1.19M 0.38%
5,265
-80
45
$1.18M 0.38%
9,555
+60
46
$1.18M 0.37%
16,538
+1,111
47
$1.18M 0.37%
3,935
+130
48
$1.17M 0.37%
14,320
+205
49
$1.15M 0.36%
+5,515
50
$1.1M 0.35%
22,090
-220
1
2
3 4 5