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
$229M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$628K
3
+$548K
4
CVX icon
Chevron
CVX
+$525K
5
CAT icon
Caterpillar
CAT
+$443K

Top Sells

1
+$739K
2
+$681K
3
+$670K
4
STX icon
Seagate
STX
+$572K
5
CSX icon
CSX Corp
CSX
+$512K

Sector Composition

1 Technology 21.74%
2 Healthcare 15.71%
3 Financials 14.29%
4 Energy 10.74%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$651K 0.28%
6,650
+25
77
$642K 0.28%
6,965
-415
78
$621K 0.27%
8,757
-833
79
$619K 0.27%
10,265
80
$611K 0.27%
22,935
+2,000
81
$608K 0.27%
2,942
-7
82
$606K 0.26%
8,300
-20
83
$599K 0.26%
3,521
+19
84
$598K 0.26%
2,923
+482
85
$590K 0.26%
6,593
+31
86
$564K 0.25%
4,224
+92
87
$550K 0.24%
5,814
-96
88
$548K 0.24%
6,345
89
$539K 0.24%
12,864
-40
90
$531K 0.23%
7,936
-172
91
$523K 0.23%
5,500
92
$518K 0.23%
3,247
+28
93
$509K 0.22%
4,356
-1
94
$502K 0.22%
6,839
+126
95
$498K 0.22%
10,788
+1,000
96
$492K 0.21%
2,994
-812
97
$481K 0.21%
11,192
+3
98
$465K 0.2%
4,237
+32
99
$444K 0.19%
4,073
+20
100
$443K 0.19%
+2,902
2 3
4
5 6