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
$204M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$818K
3
+$647K
4
TWTR
Twitter, Inc.
TWTR
+$637K
5
OXY icon
Occidental Petroleum
OXY
+$462K

Top Sells

1
+$1.8M
2
+$1.14M
3
+$636K
4
CHRW icon
C.H. Robinson
CHRW
+$580K
5
COST icon
Costco
COST
+$462K

Sector Composition

1 Technology 24.29%
2 Healthcare 18.38%
3 Financials 13.39%
4 Energy 10.46%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$748K 0.37%
10,155
+60
52
$732K 0.36%
28,395
+1,330
53
$718K 0.35%
26,010
+100
54
$693K 0.34%
6,383
-1,560
55
$681K 0.33%
4,968
-826
56
$668K 0.33%
72,950
-6,545
57
$651K 0.32%
7,910
-20
58
$650K 0.32%
2,985
-585
59
$637K 0.31%
+15,465
60
$636K 0.31%
13,480
+340
61
$619K 0.3%
4,751
-1,022
62
$618K 0.3%
15,040
+265
63
$610K 0.3%
8,060
+1,826
64
$610K 0.3%
11,030
+825
65
$605K 0.3%
13,414
-8,095
66
$603K 0.3%
4,544
+518
67
$602K 0.29%
11,620
+825
68
$588K 0.29%
3,641
-421
69
$585K 0.29%
23,750
+10
70
$582K 0.28%
5,350
71
$573K 0.28%
13,437
-6,531
72
$566K 0.28%
1,912
-93
73
$564K 0.28%
5,125
-821
74
$550K 0.27%
9,444
-2,636
75
$548K 0.27%
10,810
+2,200
1 2
3
4 5