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
$343M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.78M
3
+$1.69M
4
INTC icon
Intel
INTC
+$809K
5
PYPL icon
PayPal
PYPL
+$656K

Top Sells

1
+$2.04M
2
+$1.88M
3
+$1.31M
4
MRK icon
Merck
MRK
+$849K
5
ILMN icon
Illumina
ILMN
+$838K

Sector Composition

1 Technology 27.77%
2 Healthcare 16.96%
3 Consumer Discretionary 11.47%
4 Financials 10.77%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.35%
5,191
+315
52
$1.18M 0.35%
26,170
+1,430
53
$1.16M 0.34%
3,297
+153
54
$1.15M 0.34%
22,901
+3,527
55
$1.08M 0.32%
8,145
+490
56
$1.08M 0.31%
1,760
57
$1.08M 0.31%
20,671
+1,770
58
$1.07M 0.31%
4,199
+382
59
$1.05M 0.31%
4,866
+1,803
60
$1.05M 0.31%
13,356
+465
61
$1.04M 0.3%
12,650
+710
62
$1.04M 0.3%
6,233
+390
63
$1.03M 0.3%
17,560
+415
64
$1.02M 0.3%
8,802
+546
65
$1.01M 0.29%
3,991
+600
66
$977K 0.29%
2,719
+240
67
$927K 0.27%
4,587
+1,072
68
$899K 0.26%
17,452
+2,470
69
$897K 0.26%
5,165
-16
70
$864K 0.25%
40,785
+2,800
71
$855K 0.25%
11,890
+7,210
72
$836K 0.24%
13,057
73
$834K 0.24%
1,800
-827
74
$797K 0.23%
2,725
+1,726
75
$783K 0.23%
855
+614
1 2
3
4 5