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
$211M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$722K
3
+$707K
4
KR icon
Kroger
KR
+$564K
5
PNC icon
PNC Financial Services
PNC
+$453K

Top Sells

1
+$2.28M
2
+$1.23M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$779K
5
JCI icon
Johnson Controls International
JCI
+$616K

Sector Composition

1 Technology 23.38%
2 Healthcare 17.52%
3 Financials 13.63%
4 Energy 10.86%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$587K 0.28%
9,285
-370
77
$575K 0.27%
5,181
+362
78
$572K 0.27%
6,570
-80
79
$570K 0.27%
4,068
+73
80
$570K 0.27%
1,886
-26
81
$566K 0.27%
9,855
-70
82
$564K 0.27%
+22,925
83
$556K 0.26%
20,338
-350
84
$507K 0.24%
2,784
-25
85
$506K 0.24%
10,788
86
$505K 0.24%
5,500
87
$499K 0.24%
7,285
-468
88
$499K 0.24%
3,700
-2,013
89
$492K 0.23%
4,947
-303
90
$475K 0.23%
3,662
-30
91
$470K 0.22%
2,775
92
$469K 0.22%
5,814
93
$462K 0.22%
9,260
-547
94
$453K 0.21%
+3,696
95
$445K 0.21%
3,932
-410
96
$442K 0.21%
2,833
-19
97
$440K 0.21%
10,101
+2,051
98
$410K 0.19%
2,992
99
$396K 0.19%
2,922
+20
100
$389K 0.18%
2,335
-437
2 3
4
5 6