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
$271M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.89M
3
+$991K
4
MPC icon
Marathon Petroleum
MPC
+$984K
5
HUM icon
Humana
HUM
+$957K

Top Sells

1
+$3.45M
2
+$1.62M
3
+$974K
4
CVX icon
Chevron
CVX
+$966K
5
PM icon
Philip Morris
PM
+$814K

Sector Composition

1 Technology 27.23%
2 Healthcare 16.9%
3 Financials 10.97%
4 Energy 10.61%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$894K 0.33%
1,968
-375
52
$876K 0.32%
4,929
-1,347
53
$833K 0.31%
29,090
-3,342
54
$832K 0.31%
9,665
-173
55
$829K 0.31%
3,223
-1,287
56
$815K 0.3%
5,490
+625
57
$812K 0.3%
11,486
-1,765
58
$799K 0.29%
1,895
+45
59
$792K 0.29%
17,830
+1,380
60
$789K 0.29%
2,774
-40
61
$782K 0.29%
4,012
-467
62
$775K 0.29%
8,129
-3,865
63
$769K 0.28%
63,320
+13,750
64
$762K 0.28%
8,385
+40
65
$739K 0.27%
14,425
+70
66
$724K 0.27%
8,719
-9,804
67
$713K 0.26%
27,300
+265
68
$701K 0.26%
3,264
-647
69
$689K 0.25%
21,941
+235
70
$688K 0.25%
4,749
-1,210
71
$659K 0.24%
8,161
-1,559
72
$654K 0.24%
20,620
-40
73
$641K 0.24%
9,123
-2,286
74
$610K 0.22%
32,055
+1,960
75
$598K 0.22%
3,378
-862
1 2
3
4 5