BWM

Buckley Wealth Management Portfolio holdings

AUM $365M
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.09M
3
+$1.02M
4
PYPL icon
PayPal
PYPL
+$968K
5
ANET icon
Arista Networks
ANET
+$861K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.12M
4
MPC icon
Marathon Petroleum
MPC
+$1.02M
5
CSCO icon
Cisco
CSCO
+$840K

Sector Composition

1 Technology 25.12%
2 Financials 16.14%
3 Healthcare 12.64%
4 Energy 12.23%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.36%
9,985
+200
52
$1.16M 0.36%
7,395
-528
53
$1.11M 0.35%
4,550
+70
54
$1.06M 0.33%
7,300
-7,025
55
$1.05M 0.33%
3,860
-125
56
$1.04M 0.32%
14,180
+225
57
$1.02M 0.32%
+19,295
58
$1.01M 0.31%
2,318
+93
59
$968K 0.3%
+14,840
60
$915K 0.28%
8,770
+1,175
61
$914K 0.28%
10,167
+222
62
$885K 0.28%
3,336
+56
63
$876K 0.27%
5,516
+266
64
$863K 0.27%
3,329
+20
65
$861K 0.27%
+11,110
66
$854K 0.27%
3,501
+13
67
$851K 0.26%
6,087
-1,478
68
$829K 0.26%
1,232
-3
69
$819K 0.25%
5,112
+134
70
$814K 0.25%
35,850
-53,099
71
$806K 0.25%
9,166
+235
72
$804K 0.25%
3,405
+84
73
$786K 0.24%
10,813
+1,222
74
$779K 0.24%
5,195
-882
75
$749K 0.23%
6,873
+183
1 2
3
4 5