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
$211M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$722K
3
+$707K
4
KR icon
Kroger
KR
+$564K
5
PNC icon
PNC Financial Services
PNC
+$453K

Top Sells

1
+$2.28M
2
+$1.23M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$779K
5
JCI icon
Johnson Controls International
JCI
+$616K

Sector Composition

1 Technology 23.38%
2 Healthcare 17.52%
3 Financials 13.63%
4 Energy 10.86%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$773K 0.37%
4,026
52
$757K 0.36%
10,843
-906
53
$747K 0.35%
15,004
-7,540
54
$735K 0.35%
3,695
-55
55
$732K 0.35%
3,855
-340
56
$722K 0.34%
+4,556
57
$716K 0.34%
13,460
-255
58
$715K 0.34%
7,853
+1,542
59
$713K 0.34%
3,905
-45
60
$693K 0.33%
11,369
61
$683K 0.32%
3,881
+206
62
$683K 0.32%
8,505
-110
63
$673K 0.32%
10,860
+2,170
64
$654K 0.31%
3,764
65
$654K 0.31%
2,518
66
$642K 0.3%
6,804
-119
67
$638K 0.3%
5,350
68
$636K 0.3%
5,812
-453
69
$615K 0.29%
14,270
-100
70
$612K 0.29%
12,656
+232
71
$605K 0.29%
12,565
+25
72
$603K 0.29%
7,585
+430
73
$599K 0.28%
13,190
-35
74
$597K 0.28%
23,470
-250
75
$593K 0.28%
13,365
-115
1 2
3
4 5