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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.49M
3
+$6.98M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.73M
5
AMZN icon
Amazon
AMZN
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.63%
2 Healthcare 15.01%
3 Financials 13.84%
4 Industrials 11.42%
5 Energy 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$627K 0.31%
+6,830
77
$626K 0.31%
+11,413
78
$625K 0.31%
+13,195
79
$616K 0.31%
+2,512
80
$614K 0.31%
+3,270
81
$605K 0.3%
+17,260
82
$586K 0.29%
+14,005
83
$581K 0.29%
+17,644
84
$567K 0.28%
+13,550
85
$558K 0.28%
+9,714
86
$556K 0.28%
+13,870
87
$537K 0.27%
+7,115
88
$527K 0.26%
+8,600
89
$524K 0.26%
+7,220
90
$521K 0.26%
+3,072
91
$519K 0.26%
+5,582
92
$506K 0.25%
+3,305
93
$506K 0.25%
+13,395
94
$504K 0.25%
+6,244
95
$480K 0.24%
+3,979
96
$478K 0.24%
+9,450
97
$469K 0.24%
+2,303
98
$467K 0.23%
+3,198
99
$466K 0.23%
+11,940
100
$464K 0.23%
+14,200
2 3
4
5 6