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
$194M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.78M
3
+$1.11M
4
JPM icon
JPMorgan Chase
JPM
+$774K
5
CVX icon
Chevron
CVX
+$709K

Top Sells

1
+$1.63M
2
+$1.39M
3
+$1.33M
4
DUK icon
Duke Energy
DUK
+$1.16M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$621K

Sector Composition

1 Technology 22.15%
2 Healthcare 18.17%
3 Financials 13.77%
4 Energy 10.36%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.36%
9,430
-415
52
$692K 0.36%
4,026
+49
53
$688K 0.35%
27,060
+120
54
$680K 0.35%
19,957
+512
55
$660K 0.34%
9,655
+30
56
$634K 0.33%
11,749
-100
57
$628K 0.32%
13,480
-70
58
$621K 0.32%
5,713
-189
59
$616K 0.32%
20,792
+171
60
$614K 0.32%
13,715
+45
61
$600K 0.31%
3,764
-95
62
$592K 0.31%
11,369
-185
63
$589K 0.3%
14,370
+50
64
$579K 0.3%
6,265
+276
65
$579K 0.3%
2,518
66
$574K 0.3%
6,311
-760
67
$569K 0.29%
8,615
-2,089
68
$565K 0.29%
3,950
-30
69
$559K 0.29%
12,540
+140
70
$559K 0.29%
6,650
71
$558K 0.29%
+1,912
72
$553K 0.29%
3,750
73
$547K 0.28%
+23,720
74
$540K 0.28%
12,424
-440
75
$539K 0.28%
13,225
1 2
3
4 5