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
$202M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.45M
3
+$1.16M
4
T icon
AT&T
T
+$693K
5
DD icon
DuPont de Nemours
DD
+$533K

Top Sells

1
+$682K
2
+$581K
3
+$538K
4
AVY icon
Avery Dennison
AVY
+$313K
5
GM icon
General Motors
GM
+$292K

Sector Composition

1 Technology 21.3%
2 Healthcare 15.24%
3 Financials 13.68%
4 Industrials 11.14%
5 Energy 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$829K 0.41%
11,888
+510
52
$803K 0.4%
17,139
-11,487
53
$800K 0.4%
50,300
+12,275
54
$778K 0.38%
11,199
-217
55
$735K 0.36%
7,767
+333
56
$734K 0.36%
11,610
-2,600
57
$730K 0.36%
10,230
+100
58
$729K 0.36%
3,971
+315
59
$728K 0.36%
12,795
+500
60
$709K 0.35%
6,496
+646
61
$705K 0.35%
12,050
-1,500
62
$695K 0.34%
13,180
+405
63
$694K 0.34%
4,430
+15
64
$694K 0.34%
3,893
+492
65
$688K 0.34%
3,186
-84
66
$687K 0.34%
9,550
-65
67
$686K 0.34%
16,960
+210
68
$685K 0.34%
29,070
-2,430
69
$671K 0.33%
19,033
+2,110
70
$658K 0.33%
13,600
+405
71
$657K 0.32%
15,140
+1,270
72
$654K 0.32%
4,185
+50
73
$651K 0.32%
6,883
-287
74
$647K 0.32%
18,921
+62
75
$640K 0.32%
10,265
-500
1 2
3
4 5