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
$325M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.17M
3
+$569K
4
ORCL icon
Oracle
ORCL
+$489K
5
CVX icon
Chevron
CVX
+$443K

Top Sells

1
+$1.18M
2
+$915K
3
+$884K
4
LRCX icon
Lam Research
LRCX
+$810K
5
WBA
Walgreens Boots Alliance
WBA
+$762K

Sector Composition

1 Technology 27.62%
2 Financials 13.53%
3 Healthcare 12.38%
4 Energy 11.38%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.39%
7,370
+2,870
52
$1.24M 0.38%
2,515
+55
53
$1.2M 0.37%
5,345
+80
54
$1.16M 0.36%
2,225
+12
55
$1.14M 0.35%
7,345
+75
56
$1.13M 0.35%
5,995
+120
57
$1.11M 0.34%
5,368
+197
58
$1.09M 0.34%
6,421
-1,445
59
$1.09M 0.34%
3,975
+40
60
$1.01M 0.31%
5,946
+186
61
$1.01M 0.31%
9,689
+270
62
$978K 0.3%
4,925
+199
63
$977K 0.3%
7,235
+350
64
$931K 0.29%
3,559
65
$872K 0.27%
9,683
+206
66
$825K 0.25%
2,334
-385
67
$807K 0.25%
8,698
+231
68
$799K 0.25%
3,243
+125
69
$759K 0.23%
3,401
+138
70
$754K 0.23%
10,241
+186
71
$753K 0.23%
2,897
+1,045
72
$715K 0.22%
3,239
+105
73
$687K 0.21%
3,811
+71
74
$685K 0.21%
3,028
+124
75
$625K 0.19%
6,503
+174
1 2
3
4 5