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
$311M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.18M
3
+$1.11M
4
INTC icon
Intel
INTC
+$1.08M
5
WMB icon
Williams Companies
WMB
+$1.01M

Top Sells

1
+$4.25M
2
+$1.67M
3
+$1.39M
4
CRM icon
Salesforce
CRM
+$951K
5
NKE icon
Nike
NKE
+$854K

Sector Composition

1 Technology 27.28%
2 Healthcare 16.94%
3 Financials 11.23%
4 Consumer Discretionary 9.41%
5 Energy 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.35%
10,300
-500
52
$1.05M 0.34%
13,705
+2,190
53
$1.04M 0.33%
9,755
-2,635
54
$1.01M 0.33%
+32,432
55
$1M 0.32%
7,080
-1,120
56
$1M 0.32%
3,911
+2
57
$955K 0.31%
4,479
-672
58
$942K 0.3%
13,260
+610
59
$914K 0.29%
11,409
-1,783
60
$911K 0.29%
17,422
+230
61
$910K 0.29%
14,660
-597
62
$904K 0.29%
11,000
-57
63
$888K 0.29%
2,814
+45
64
$872K 0.28%
9,720
-173
65
$868K 0.28%
4,240
-82
66
$864K 0.28%
20,660
+570
67
$844K 0.27%
5,349
-302
68
$823K 0.26%
21,706
+1,240
69
$814K 0.26%
5,169
-109
70
$799K 0.26%
16,450
+300
71
$797K 0.26%
14,355
-3,320
72
$789K 0.25%
8,345
+150
73
$777K 0.25%
3,462
+21
74
$774K 0.25%
5,959
-101
75
$770K 0.25%
+27,035
1 2
3
4 5