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
$288M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$850K
3
+$788K
4
JNJ icon
Johnson & Johnson
JNJ
+$734K
5
MCK icon
McKesson
MCK
+$722K

Top Sells

1
+$1.55M
2
+$819K
3
+$498K
4
T icon
AT&T
T
+$403K
5
PFE icon
Pfizer
PFE
+$350K

Sector Composition

1 Technology 29.49%
2 Healthcare 14.04%
3 Financials 12.6%
4 Energy 11.03%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.36%
1,830
-20
52
$1.01M 0.35%
10,300
+100
53
$1.01M 0.35%
2,145
-17
54
$995K 0.35%
5,835
+30
55
$994K 0.35%
14,160
+65
56
$962K 0.33%
7,400
-215
57
$954K 0.33%
36,550
+3,220
58
$953K 0.33%
3,907
-36
59
$949K 0.33%
3,750
-510
60
$946K 0.33%
4,901
-41
61
$904K 0.31%
1,975
-25
62
$899K 0.31%
30,480
+2,610
63
$863K 0.3%
9,260
-477
64
$859K 0.3%
3,459
65
$852K 0.3%
16,602
-9,696
66
$840K 0.29%
3,421
-60
67
$808K 0.28%
9,813
-89
68
$788K 0.27%
+4,914
69
$774K 0.27%
3,371
+201
70
$755K 0.26%
10,423
-210
71
$722K 0.25%
+1,559
72
$680K 0.24%
2,993
-23
73
$656K 0.23%
3,115
-147
74
$638K 0.22%
3,369
-27
75
$613K 0.21%
7,830
-3,200
1 2
3
4 5