BWM

Buckley Wealth Management Portfolio holdings

AUM $365M
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.09M
3
+$1.02M
4
PYPL icon
PayPal
PYPL
+$968K
5
ANET icon
Arista Networks
ANET
+$861K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.12M
4
MPC icon
Marathon Petroleum
MPC
+$1.02M
5
CSCO icon
Cisco
CSCO
+$840K

Sector Composition

1 Technology 25.12%
2 Financials 16.14%
3 Healthcare 12.64%
4 Energy 12.23%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.75%
19,924
+113
27
$2.38M 0.74%
10,196
+173
28
$1.97M 0.61%
47,198
-518
29
$1.93M 0.6%
11,517
-1,221
30
$1.77M 0.55%
3,379
+45
31
$1.7M 0.53%
3,800
+150
32
$1.65M 0.51%
4,702
+18
33
$1.62M 0.5%
23,957
+1,557
34
$1.58M 0.49%
5,570
+45
35
$1.56M 0.49%
22,017
-135
36
$1.56M 0.49%
11,332
+15
37
$1.53M 0.48%
7,650
-485
38
$1.52M 0.47%
5,450
+65
39
$1.45M 0.45%
24,220
-4,065
40
$1.39M 0.43%
2,545
+25
41
$1.39M 0.43%
14,020
-80
42
$1.39M 0.43%
4,122
+83
43
$1.37M 0.43%
18,289
+101
44
$1.36M 0.42%
4,361
+35
45
$1.28M 0.4%
7,124
+85
46
$1.27M 0.39%
8,815
-755
47
$1.26M 0.39%
9,515
+1,240
48
$1.23M 0.38%
2,641
-2,663
49
$1.22M 0.38%
6,090
+445
50
$1.2M 0.37%
4,501
-929
1
2
3 4 5