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
$204M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$818K
3
+$647K
4
TWTR
Twitter, Inc.
TWTR
+$637K
5
OXY icon
Occidental Petroleum
OXY
+$462K

Top Sells

1
+$1.8M
2
+$1.14M
3
+$636K
4
CHRW icon
C.H. Robinson
CHRW
+$580K
5
COST icon
Costco
COST
+$462K

Sector Composition

1 Technology 24.29%
2 Healthcare 18.38%
3 Financials 13.39%
4 Energy 10.46%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$520K 0.25%
2,243
-1,723
77
$506K 0.25%
8,769
-2,600
78
$500K 0.24%
2,601
-1,040
79
$500K 0.24%
6,795
-360
80
$496K 0.24%
4,992
-1,612
81
$494K 0.24%
1,811
-404
82
$482K 0.24%
3,439
-366
83
$478K 0.23%
8,788
-2,000
84
$471K 0.23%
2,580
-695
85
$451K 0.22%
2,300
-375
86
$430K 0.21%
6,345
87
$428K 0.21%
2,027
-10
88
$420K 0.21%
2,484
-34
89
$416K 0.2%
2,500
-384
90
$406K 0.2%
2,505
-10
91
$401K 0.2%
4,217
-29
92
$398K 0.19%
3,557
-105
93
$395K 0.19%
3,502
94
$384K 0.19%
2,656
95
$383K 0.19%
1,552
-7
96
$382K 0.19%
6,897
-1,753
97
$373K 0.18%
2,210
98
$360K 0.18%
2,422
-350
99
$360K 0.18%
7,132
-8,531
100
$358K 0.18%
1,538
+29
2 3
4
5 6