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
$223M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.56M
3
+$1.03M
4
T icon
AT&T
T
+$885K
5
CSCO icon
Cisco
CSCO
+$672K

Top Sells

1
+$3.67M
2
+$1.51M
3
+$1.5M
4
STC icon
Stewart Information Services
STC
+$1.05M
5
PYPL icon
PayPal
PYPL
+$519K

Sector Composition

1 Technology 31.01%
2 Healthcare 20.14%
3 Financials 10.45%
4 Consumer Discretionary 9.27%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.33%
16,121
-10,501
52
$698K 0.31%
15,015
+215
53
$696K 0.31%
7,185
-320
54
$681K 0.31%
12,236
-40
55
$670K 0.3%
19,765
-5,365
56
$652K 0.29%
15,435
+3,475
57
$647K 0.29%
2,030
+1,050
58
$644K 0.29%
2,850
-1,190
59
$643K 0.29%
6,235
-15
60
$626K 0.28%
1,755
-935
61
$623K 0.28%
4,234
-1,726
62
$609K 0.27%
2,025
-129
63
$589K 0.26%
12,542
-45
64
$583K 0.26%
3,528
65
$574K 0.26%
4,628
-1,425
66
$561K 0.25%
2,021
-328
67
$555K 0.25%
21,380
+11,435
68
$550K 0.25%
7,128
-1,217
69
$534K 0.24%
7,688
-3,548
70
$526K 0.24%
5,058
-2,879
71
$519K 0.23%
14,460
+3,350
72
$511K 0.23%
5,000
73
$496K 0.22%
2,521
-735
74
$491K 0.22%
41,208
+22,610
75
$474K 0.21%
3,416
-3,424
1 2
3
4 5