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
$312M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.27M
3
+$1.2M
4
INTC icon
Intel
INTC
+$933K
5
MMM icon
3M
MMM
+$851K

Top Sells

1
+$1.09M
2
+$699K
3
+$604K
4
HON icon
Honeywell
HON
+$444K
5
COST icon
Costco
COST
+$385K

Sector Composition

1 Technology 27.54%
2 Healthcare 13.61%
3 Financials 13.1%
4 Energy 11.75%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.36%
30,640
+160
52
$1.13M 0.36%
14,115
-45
53
$1.12M 0.36%
2,162
+17
54
$1.1M 0.35%
3,805
+55
55
$1.05M 0.34%
5,972
-126
56
$1.04M 0.33%
2,999
-84
57
$1.04M 0.33%
4,740
-161
58
$1.03M 0.33%
5,900
+65
59
$1.03M 0.33%
1,830
60
$997K 0.32%
3,535
-10
61
$884K 0.28%
9,388
+128
62
$863K 0.28%
1,608
+49
63
$853K 0.27%
15,732
-870
64
$835K 0.27%
9,577
-236
65
$828K 0.27%
5,072
+158
66
$816K 0.26%
3,295
-76
67
$810K 0.26%
37,335
+785
68
$769K 0.25%
3,125
-296
69
$745K 0.24%
2,911
-82
70
$742K 0.24%
7,640
-190
71
$733K 0.23%
+8,493
72
$711K 0.23%
2,050
+75
73
$706K 0.23%
10,081
-342
74
$677K 0.22%
3,144
+29
75
$674K 0.22%
3,273
-96
1 2
3
4 5