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
$316M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.15M
3
+$600K
4
SOLV icon
Solventum
SOLV
+$381K
5
WBA
Walgreens Boots Alliance
WBA
+$310K

Top Sells

1
+$2.28M
2
+$1.14M
3
+$1.04M
4
GE icon
GE Aerospace
GE
+$768K
5
HUM icon
Humana
HUM
+$711K

Sector Composition

1 Technology 28.95%
2 Healthcare 12.92%
3 Financials 12.9%
4 Energy 11.63%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.34%
2,460
52
$1.08M 0.34%
10,987
-70
53
$1.08M 0.34%
6,885
-510
54
$1.08M 0.34%
7,270
-645
55
$1.02M 0.32%
3,996
+461
56
$950K 0.3%
5,760
-212
57
$937K 0.3%
1,605
-3
58
$934K 0.3%
5,875
-4,832
59
$915K 0.29%
9,419
+31
60
$915K 0.29%
1,900
+70
61
$915K 0.29%
4,726
-14
62
$911K 0.29%
5,171
+99
63
$884K 0.28%
3,287
-8
64
$825K 0.26%
2,719
-280
65
$810K 0.26%
7,610
-30
66
$762K 0.24%
62,985
+25,650
67
$746K 0.24%
9,477
-100
68
$705K 0.22%
3,118
-7
69
$704K 0.22%
3,559
70
$688K 0.22%
3,263
-10
71
$658K 0.21%
10,055
-26
72
$650K 0.21%
2,904
-7
73
$635K 0.2%
4,500
+11
74
$635K 0.2%
8,467
-26
75
$616K 0.2%
3,134
-10
1 2
3
4 5