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
$327M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.21M
3
+$754K
4
LRCX icon
Lam Research
LRCX
+$693K
5
XOM icon
Exxon Mobil
XOM
+$557K

Top Sells

1
+$1.09M
2
+$792K
3
+$685K
4
PFE icon
Pfizer
PFE
+$521K
5
BMY icon
Bristol-Myers Squibb
BMY
+$498K

Sector Composition

1 Technology 27.83%
2 Financials 14.36%
3 Healthcare 11.33%
4 Energy 11.12%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.39%
7,565
+195
52
$1.26M 0.39%
4,480
+505
53
$1.25M 0.38%
4,326
-30
54
$1.23M 0.38%
9,785
+96
55
$1.21M 0.37%
5,385
+40
56
$1.2M 0.37%
5,430
+62
57
$1.2M 0.37%
13,955
-35
58
$1.12M 0.34%
7,290
+869
59
$1.03M 0.31%
7,595
+250
60
$1.01M 0.31%
8,275
+1,040
61
$942K 0.29%
5,645
-350
62
$924K 0.28%
6,077
+131
63
$864K 0.26%
4,978
+53
64
$840K 0.26%
2,388
+54
65
$826K 0.25%
8,931
+233
66
$821K 0.25%
2,225
67
$794K 0.24%
9,945
+262
68
$762K 0.23%
3,280
+41
69
$757K 0.23%
3,321
+78
70
$754K 0.23%
+736
71
$741K 0.23%
3,488
+87
72
$704K 0.22%
1,235
+30
73
$693K 0.21%
+9,591
74
$687K 0.21%
1,200
75
$663K 0.2%
2,962
+65
1 2
3
4 5