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
$272M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$666K
3
+$396K
4
BWA icon
BorgWarner
BWA
+$232K
5
BSX icon
Boston Scientific
BSX
+$88.2K

Top Sells

1
+$3.58M
2
+$3.1M
3
+$913K
4
T icon
AT&T
T
+$886K
5
IP icon
International Paper
IP
+$789K

Sector Composition

1 Technology 29.82%
2 Healthcare 15.26%
3 Energy 12%
4 Financials 11.79%
5 Consumer Staples 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$948K 0.35%
10,794
-1,199
52
$941K 0.35%
3,292
+30
53
$934K 0.34%
1,923
-37
54
$927K 0.34%
5,790
-595
55
$914K 0.34%
26,560
-660
56
$909K 0.33%
2,500
-135
57
$906K 0.33%
7,100
+595
58
$887K 0.33%
11,742
-370
59
$869K 0.32%
11,251
-250
60
$862K 0.32%
13,560
-790
61
$845K 0.31%
12,122
+1,115
62
$834K 0.31%
27,925
-985
63
$831K 0.31%
24,040
-1,055
64
$769K 0.28%
7,780
-400
65
$755K 0.28%
4,101
-713
66
$727K 0.27%
13,710
-1,790
67
$718K 0.26%
3,459
-30
68
$713K 0.26%
3,542
-16
69
$701K 0.26%
3,599
-91
70
$684K 0.25%
5,114
+394
71
$666K 0.25%
+8,255
72
$649K 0.24%
3,391
-32
73
$641K 0.24%
3,138
-39
74
$639K 0.24%
10,091
+560
75
$587K 0.22%
7,899
-55
1 2
3
4 5