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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.49M
3
+$6.98M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.73M
5
AMZN icon
Amazon
AMZN
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.63%
2 Healthcare 15.01%
3 Financials 13.84%
4 Industrials 11.42%
5 Energy 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$825K 0.41%
+13,583
52
$809K 0.41%
+31,500
53
$769K 0.39%
+10,765
54
$757K 0.38%
+7,254
55
$755K 0.38%
+18,859
56
$745K 0.37%
+11,416
57
$737K 0.37%
+152,400
58
$736K 0.37%
+16,750
59
$720K 0.36%
+3,656
60
$712K 0.36%
+4,135
61
$706K 0.35%
+20,935
62
$702K 0.35%
+5,850
63
$698K 0.35%
+4,140
64
$693K 0.35%
+7,170
65
$692K 0.35%
+38,025
66
$684K 0.34%
+11,378
67
$680K 0.34%
+7,434
68
$668K 0.34%
+9,615
69
$665K 0.33%
+7,900
70
$664K 0.33%
+10,130
71
$657K 0.33%
+12,295
72
$652K 0.33%
+4,415
73
$649K 0.33%
+12,775
74
$645K 0.32%
+3,401
75
$645K 0.32%
+16,923
1 2
3
4 5