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
$275M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$745K
2
+$599K
3
+$309K
4
AXON icon
Axon Enterprise
AXON
+$249K
5
RNR icon
RenaissanceRe
RNR
+$225K

Top Sells

1
+$7.19M
2
+$3.46M
3
+$1.4M
4
T icon
AT&T
T
+$1.33M
5
INTC icon
Intel
INTC
+$1.3M

Sector Composition

1 Technology 26.92%
2 Healthcare 17.17%
3 Energy 12.65%
4 Financials 12.2%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$935K 0.34%
7,370
-1,505
52
$931K 0.34%
12,112
-4,690
53
$924K 0.34%
11,060
-1,745
54
$916K 0.33%
2,635
-139
55
$879K 0.32%
11,501
+15
56
$877K 0.32%
1,885
-10
57
$870K 0.32%
3,262
+39
58
$870K 0.32%
27,220
-80
59
$812K 0.3%
5,445
-45
60
$809K 0.29%
4,814
+65
61
$800K 0.29%
8,180
-205
62
$789K 0.29%
22,775
+2,155
63
$745K 0.27%
+41,200
64
$741K 0.27%
7,954
-175
65
$737K 0.27%
3,558
-454
66
$734K 0.27%
11,007
+113
67
$728K 0.26%
43,100
+11,045
68
$715K 0.26%
6,505
-2,375
69
$673K 0.25%
3,177
-87
70
$659K 0.24%
3,690
+34
71
$651K 0.24%
15,500
+190
72
$619K 0.23%
3,917
+35
73
$612K 0.22%
11,230
-10
74
$605K 0.22%
9,531
+1,130
75
$599K 0.22%
+4,720
1 2
3
4 5