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
$327M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.21M
3
+$754K
4
LRCX icon
Lam Research
LRCX
+$693K
5
XOM icon
Exxon Mobil
XOM
+$557K

Top Sells

1
+$1.09M
2
+$792K
3
+$685K
4
PFE icon
Pfizer
PFE
+$521K
5
BMY icon
Bristol-Myers Squibb
BMY
+$498K

Sector Composition

1 Technology 27.83%
2 Financials 14.36%
3 Healthcare 11.33%
4 Energy 11.12%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.76%
10,023
+34
27
$2.39M 0.73%
19,811
+264
28
$2.38M 0.73%
17,700
+101
29
$2.22M 0.68%
5,304
+15
30
$2.1M 0.64%
47,716
+20
31
$2M 0.61%
14,325
+75
32
$1.78M 0.55%
88,949
-39,494
33
$1.77M 0.54%
3,650
-20
34
$1.69M 0.52%
3,334
+58
35
$1.56M 0.48%
22,152
+85
36
$1.53M 0.47%
28,285
-1,845
37
$1.51M 0.46%
7,923
38
$1.5M 0.46%
9,570
-90
39
$1.49M 0.46%
4,039
+94
40
$1.48M 0.45%
4,684
-1,451
41
$1.45M 0.44%
8,135
-1,790
42
$1.42M 0.43%
14,100
-385
43
$1.39M 0.43%
18,188
+150
44
$1.37M 0.42%
22,400
+25
45
$1.34M 0.41%
11,317
-75
46
$1.34M 0.41%
3,309
-250
47
$1.33M 0.41%
2,520
+5
48
$1.32M 0.41%
5,525
-50
49
$1.32M 0.4%
3,985
-35
50
$1.32M 0.4%
7,039
+25
1
2
3 4 5