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
$212M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.69M
3
+$803K
4
ANDV
Andeavor
ANDV
+$670K
5
MSCI icon
MSCI
MSCI
+$618K

Top Sells

1
+$735K
2
+$719K
3
+$686K
4
UNM icon
Unum
UNM
+$567K
5
AMLP icon
Alerian MLP ETF
AMLP
+$547K

Sector Composition

1 Technology 21.14%
2 Healthcare 14.65%
3 Financials 14.31%
4 Energy 11.29%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$618K 0.29%
+3,735
77
$612K 0.29%
50,300
78
$598K 0.28%
8,320
+195
79
$583K 0.28%
10,265
80
$573K 0.27%
3,502
+173
81
$572K 0.27%
10,133
-1,917
82
$570K 0.27%
2,949
-237
83
$568K 0.27%
5,944
+304
84
$554K 0.26%
+6,625
85
$548K 0.26%
5,910
-973
86
$541K 0.26%
9,015
+850
87
$539K 0.25%
12,904
+532
88
$525K 0.25%
4,132
+88
89
$525K 0.25%
8,108
+494
90
$521K 0.25%
6,562
-100
91
$512K 0.24%
24,072
92
$492K 0.23%
10,085
+95
93
$486K 0.23%
13,395
94
$470K 0.22%
4,205
+191
95
$459K 0.22%
11,189
+814
96
$459K 0.22%
5,500
97
$457K 0.22%
4,357
+367
98
$455K 0.22%
2,441
+52
99
$449K 0.21%
8,110
-3,500
100
$444K 0.21%
3,219
+186
2 3
4
5 6