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
$325M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.17M
3
+$569K
4
ORCL icon
Oracle
ORCL
+$489K
5
CVX icon
Chevron
CVX
+$443K

Top Sells

1
+$1.18M
2
+$915K
3
+$884K
4
LRCX icon
Lam Research
LRCX
+$810K
5
WBA
Walgreens Boots Alliance
WBA
+$762K

Sector Composition

1 Technology 27.62%
2 Financials 13.53%
3 Healthcare 12.38%
4 Energy 11.38%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 0.82%
120,400
-11,300
27
$2.52M 0.78%
5,289
+135
28
$2.32M 0.72%
14,250
+890
29
$2.3M 0.71%
19,547
+529
30
$2.2M 0.68%
12,748
+2,288
31
$2.15M 0.66%
3,670
-111
32
$2.14M 0.66%
17,599
-3,366
33
$1.92M 0.59%
3,276
+63
34
$1.89M 0.58%
47,696
+2,163
35
$1.69M 0.52%
6,135
+1,595
36
$1.53M 0.47%
3,945
+161
37
$1.47M 0.45%
9,925
+65
38
$1.45M 0.45%
7,014
+3
39
$1.45M 0.45%
+13,990
40
$1.41M 0.44%
5,575
+60
41
$1.41M 0.43%
9,660
+105
42
$1.41M 0.43%
18,038
+1,500
43
$1.38M 0.43%
22,067
+18,615
44
$1.38M 0.42%
30,130
+85
45
$1.33M 0.41%
4,020
+45
46
$1.33M 0.41%
4,356
+360
47
$1.32M 0.41%
7,923
-200
48
$1.32M 0.41%
14,485
+165
49
$1.28M 0.39%
22,375
+285
50
$1.26M 0.39%
11,392
+405
1
2
3 4 5