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
$229M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$628K
3
+$548K
4
CVX icon
Chevron
CVX
+$525K
5
CAT icon
Caterpillar
CAT
+$443K

Top Sells

1
+$739K
2
+$681K
3
+$670K
4
STX icon
Seagate
STX
+$572K
5
CSX icon
CSX Corp
CSX
+$512K

Sector Composition

1 Technology 21.74%
2 Healthcare 15.71%
3 Financials 14.29%
4 Energy 10.74%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$894K 0.39%
127,280
-6,680
52
$853K 0.37%
5,902
-230
53
$824K 0.36%
3,977
-34
54
$811K 0.35%
9,845
-35
55
$810K 0.35%
13,550
-145
56
$803K 0.35%
11,849
-1,055
57
$790K 0.35%
7,069
-81
58
$766K 0.33%
+13,670
59
$743K 0.32%
3,980
-380
60
$722K 0.32%
20,621
+778
61
$720K 0.31%
14,320
-920
62
$711K 0.31%
4,250
+10
63
$702K 0.31%
9,625
+610
64
$700K 0.31%
20,688
-500
65
$696K 0.3%
7,071
-495
66
$689K 0.3%
19,445
+136
67
$688K 0.3%
5,989
+45
68
$685K 0.3%
11,554
+2,004
69
$680K 0.3%
3,859
-112
70
$673K 0.29%
5,300
+1,200
71
$672K 0.29%
2,518
72
$670K 0.29%
12,400
+2,315
73
$665K 0.29%
26,940
-2,930
74
$665K 0.29%
3,750
+15
75
$663K 0.29%
13,225
+45
1 2
3
4 5