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
$194M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.78M
3
+$1.11M
4
JPM icon
JPMorgan Chase
JPM
+$774K
5
CVX icon
Chevron
CVX
+$709K

Top Sells

1
+$1.63M
2
+$1.39M
3
+$1.33M
4
DUK icon
Duke Energy
DUK
+$1.16M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$621K

Sector Composition

1 Technology 22.15%
2 Healthcare 18.17%
3 Financials 13.77%
4 Energy 10.36%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$536K 0.28%
5,814
77
$532K 0.27%
7,155
+190
78
$529K 0.27%
5,350
+50
79
$528K 0.27%
4,819
+463
80
$518K 0.27%
3,675
+154
81
$516K 0.27%
3,995
-229
82
$511K 0.26%
10,788
83
$490K 0.25%
9,925
-340
84
$476K 0.25%
5,500
85
$466K 0.24%
22,935
86
$461K 0.24%
7,753
-183
87
$445K 0.23%
4,342
+269
88
$444K 0.23%
6,923
+330
89
$438K 0.23%
5,250
+1,013
90
$436K 0.22%
2,775
-148
91
$431K 0.22%
2,809
-133
92
$430K 0.22%
20,688
93
$427K 0.22%
3,692
-340
94
$422K 0.22%
5,831
-1,008
95
$418K 0.22%
8,690
+390
96
$410K 0.21%
3,101
-146
97
$409K 0.21%
122,480
-4,800
98
$399K 0.21%
5,005
+215
99
$393K 0.2%
9,807
-1,385
100
$376K 0.19%
2,852
+90
2 3
4
5 6