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
$294M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$506K
3
+$489K
4
V icon
Visa
V
+$468K
5
AXP icon
American Express
AXP
+$468K

Top Sells

1
+$6.12M
2
+$1.08M
3
+$899K
4
PNC icon
PNC Financial Services
PNC
+$494K
5
MRK icon
Merck
MRK
+$481K

Sector Composition

1 Technology 29.78%
2 Healthcare 14.59%
3 Financials 12.76%
4 Energy 10.78%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.35%
11,945
+1,151
52
$1.01M 0.34%
2,570
+70
53
$1M 0.34%
6,363
+1,249
54
$997K 0.34%
30,565
+2,640
55
$995K 0.34%
13,638
+1,516
56
$979K 0.33%
5,120
+1,019
57
$934K 0.32%
11,015
+390
58
$915K 0.31%
7,690
+590
59
$905K 0.31%
3,459
60
$899K 0.31%
13,980
+270
61
$898K 0.31%
4,388
+846
62
$859K 0.29%
27,405
+845
63
$856K 0.29%
13,875
+315
64
$847K 0.29%
1,805
+10
65
$835K 0.28%
7,115
+20
66
$818K 0.28%
4,348
+1,116
67
$789K 0.27%
1,765
-158
68
$786K 0.27%
4,243
+852
69
$781K 0.27%
11,297
+3,398
70
$776K 0.26%
5,880
+130
71
$755K 0.26%
8,553
+3,713
72
$746K 0.25%
12,469
+2,378
73
$739K 0.25%
25,930
+1,890
74
$706K 0.24%
3,849
+250
75
$692K 0.24%
12,788
+6,264
1 2
3
4 5