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
$220M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$518K
3
+$349K
4
JNJ icon
Johnson & Johnson
JNJ
+$322K
5
XOM icon
Exxon Mobil
XOM
+$281K

Top Sells

1
+$874K
2
+$612K
3
+$496K
4
GILD icon
Gilead Sciences
GILD
+$452K
5
CAT icon
Caterpillar
CAT
+$353K

Sector Composition

1 Technology 26.08%
2 Healthcare 19.1%
3 Financials 13.47%
4 Energy 10.19%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$543K 0.25%
3,080
+500
77
$542K 0.25%
8,956
-488
78
$531K 0.24%
6,345
79
$524K 0.24%
3,280
-159
80
$486K 0.22%
8,788
81
$484K 0.22%
2,216
-27
82
$479K 0.22%
2,181
-119
83
$474K 0.22%
6,890
+95
84
$467K 0.21%
3,557
85
$456K 0.21%
1,538
86
$455K 0.21%
2,500
87
$451K 0.2%
14,075
-1,390
88
$440K 0.2%
2,656
89
$440K 0.2%
2,431
-74
90
$439K 0.2%
14,658
91
$428K 0.19%
3,222
+346
92
$421K 0.19%
2,376
-108
93
$397K 0.18%
1,495
-57
94
$393K 0.18%
7,136
+239
95
$391K 0.18%
1,948
-79
96
$387K 0.18%
2,618
97
$384K 0.17%
7,132
98
$374K 0.17%
3,502
99
$371K 0.17%
2,139
-71
100
$371K 0.17%
1,977
+58
2 3
4
5 6