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
$220M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$518K
3
+$349K
4
JNJ icon
Johnson & Johnson
JNJ
+$322K
5
XOM icon
Exxon Mobil
XOM
+$281K

Top Sells

1
+$874K
2
+$612K
3
+$496K
4
GILD icon
Gilead Sciences
GILD
+$452K
5
CAT icon
Caterpillar
CAT
+$353K

Sector Composition

1 Technology 26.08%
2 Healthcare 19.1%
3 Financials 13.47%
4 Energy 10.19%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$759K 0.34%
24,010
-2,000
52
$748K 0.34%
25,785
-2,610
53
$742K 0.34%
2,456
+1,156
54
$715K 0.32%
3,618
-232
55
$715K 0.32%
5,150
-200
56
$714K 0.32%
8,060
57
$707K 0.32%
9,345
-810
58
$706K 0.32%
2,735
-250
59
$696K 0.32%
15,485
+2,071
60
$687K 0.31%
13,437
61
$684K 0.31%
22,445
-1,305
62
$681K 0.31%
14,690
-350
63
$680K 0.31%
4,705
-46
64
$668K 0.3%
2,071
+159
65
$652K 0.3%
4,773
-195
66
$639K 0.29%
5,633
-750
67
$638K 0.29%
10,815
-215
68
$624K 0.28%
7,335
-575
69
$623K 0.28%
11,470
-150
70
$620K 0.28%
12,250
-1,230
71
$605K 0.27%
8,769
72
$602K 0.27%
4,327
-217
73
$581K 0.26%
4,853
-272
74
$566K 0.26%
2,689
+88
75
$548K 0.25%
3,519
-122
1 2
3
4 5