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
$202M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.45M
3
+$1.16M
4
T icon
AT&T
T
+$693K
5
DD icon
DuPont de Nemours
DD
+$533K

Top Sells

1
+$682K
2
+$581K
3
+$538K
4
AVY icon
Avery Dennison
AVY
+$313K
5
GM icon
General Motors
GM
+$292K

Sector Composition

1 Technology 21.3%
2 Healthcare 15.24%
3 Financials 13.68%
4 Industrials 11.14%
5 Energy 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$631K 0.31%
7,320
+490
77
$627K 0.31%
19,688
+2,428
78
$626K 0.31%
9,990
+1,390
79
$613K 0.3%
20,935
80
$610K 0.3%
2,518
+6
81
$594K 0.29%
6,662
-592
82
$591K 0.29%
8,125
+225
83
$585K 0.29%
7,295
+1,051
84
$584K 0.29%
3,202
-938
85
$567K 0.28%
11,903
+490
86
$553K 0.27%
4,044
+846
87
$551K 0.27%
9,520
-194
88
$546K 0.27%
7,614
+499
89
$539K 0.27%
13,395
90
$535K 0.26%
8,165
+945
91
$534K 0.26%
14,530
+525
92
$528K 0.26%
2,389
+86
93
$517K 0.26%
3,725
+1,860
94
$511K 0.25%
3,329
+24
95
$505K 0.25%
12,372
+432
96
$495K 0.24%
5,640
+58
97
$471K 0.23%
3,072
98
$452K 0.22%
4,014
+35
99
$448K 0.22%
5,500
100
$447K 0.22%
24,072
2 3
4
5 6