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
$212M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.69M
3
+$803K
4
ANDV
Andeavor
ANDV
+$670K
5
MSCI icon
MSCI
MSCI
+$618K

Top Sells

1
+$735K
2
+$719K
3
+$686K
4
UNM icon
Unum
UNM
+$567K
5
AMLP icon
Alerian MLP ETF
AMLP
+$547K

Sector Composition

1 Technology 21.14%
2 Healthcare 14.65%
3 Financials 14.31%
4 Energy 11.29%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$793K 0.37%
133,960
-10,200
52
$783K 0.37%
4,011
+118
53
$778K 0.37%
7,150
+654
54
$759K 0.36%
4,360
-70
55
$740K 0.35%
3,806
-3,696
56
$739K 0.35%
12,624
+736
57
$734K 0.35%
21,188
+1,500
58
$732K 0.35%
9,880
-350
59
$729K 0.34%
9,550
60
$725K 0.34%
29,870
+800
61
$709K 0.34%
13,695
+95
62
$701K 0.33%
20,935
63
$698K 0.33%
15,240
+100
64
$697K 0.33%
9,590
-3,985
65
$694K 0.33%
13,180
66
$686K 0.32%
4,100
+898
67
$670K 0.32%
+5,105
68
$664K 0.31%
19,843
+810
69
$664K 0.31%
4,240
+55
70
$653K 0.31%
3,971
71
$648K 0.31%
7,566
+271
72
$634K 0.3%
19,309
+388
73
$631K 0.3%
9,813
+3,694
74
$629K 0.3%
7,380
+60
75
$628K 0.3%
2,518
1 2
3
4 5