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
$184M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$839K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$411K
5
ABBV icon
AbbVie
ABBV
+$390K

Top Sells

1
+$543K
2
+$511K
3
+$455K
4
IDA icon
Idacorp
IDA
+$374K
5
DE icon
Deere & Co
DE
+$371K

Sector Composition

1 Technology 27.81%
2 Healthcare 20.28%
3 Financials 12.27%
4 Communication Services 9.31%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$491K 0.27%
5,570
+1,655
77
$487K 0.26%
1,538
78
$476K 0.26%
6,846
+3,346
79
$460K 0.25%
3,317
-240
80
$460K 0.25%
3,259
+828
81
$458K 0.25%
2,453
+237
82
$456K 0.25%
13,402
-35
83
$422K 0.23%
1,884
+389
84
$417K 0.23%
3,115
+739
85
$417K 0.23%
5,044
+1,822
86
$398K 0.22%
22,700
+255
87
$394K 0.21%
2,443
+466
88
$372K 0.2%
8,769
89
$351K 0.19%
+2,597
90
$338K 0.18%
7,638
-1,150
91
$338K 0.18%
3,908
+1,159
92
$318K 0.17%
12,030
+560
93
$308K 0.17%
13,057
-840
94
$299K 0.16%
+8,891
95
$298K 0.16%
1,721
-227
96
$298K 0.16%
3,431
+1,017
97
$286K 0.16%
18,673
-1,632
98
$281K 0.15%
+6,253
99
$266K 0.14%
2,656
100
$250K 0.14%
4,150
-1,000
2 3
4
5 6