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
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$989K
3
+$685K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$436K
5
MCD icon
McDonald's
MCD
+$402K

Top Sells

1
+$859K
2
+$674K
3
+$511K
4
BDX icon
Becton Dickinson
BDX
+$422K
5
BA icon
Boeing
BA
+$412K

Sector Composition

1 Technology 29.64%
2 Healthcare 19.42%
3 Financials 11.23%
4 Communication Services 8.95%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$799K 0.36%
5,960
-337
52
$782K 0.35%
4,175
-326
53
$776K 0.35%
2,154
-25
54
$763K 0.35%
24,160
-100
55
$756K 0.34%
7,505
-155
56
$731K 0.33%
10,172
-248
57
$728K 0.33%
7,937
+338
58
$727K 0.33%
6,065
-125
59
$725K 0.33%
7,398
-248
60
$697K 0.32%
38,087
-4,348
61
$680K 0.31%
8,510
62
$675K 0.31%
6,053
-1,273
63
$675K 0.31%
11,236
-772
64
$657K 0.3%
12,587
-123
65
$647K 0.29%
3,528
-2,245
66
$647K 0.29%
13,387
-15
67
$628K 0.28%
21,086
-335
68
$621K 0.28%
12,276
-313
69
$611K 0.28%
8,345
-5
70
$610K 0.28%
6,250
-55
71
$595K 0.27%
10,884
-1,804
72
$591K 0.27%
14,800
-65
73
$588K 0.27%
2,349
-104
74
$568K 0.26%
11,111
-63
75
$551K 0.25%
4,350
-386
1 2
3
4 5