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
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$989K
3
+$685K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$436K
5
MCD icon
McDonald's
MCD
+$402K

Top Sells

1
+$859K
2
+$674K
3
+$511K
4
BDX icon
Becton Dickinson
BDX
+$422K
5
BA icon
Boeing
BA
+$412K

Sector Composition

1 Technology 29.64%
2 Healthcare 19.42%
3 Financials 11.23%
4 Communication Services 8.95%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.25%
3,256
-3
77
$545K 0.25%
3,317
78
$488K 0.22%
13,057
79
$475K 0.22%
5,000
80
$473K 0.21%
6,846
81
$471K 0.21%
11,110
-5
82
$466K 0.21%
3,220
+105
83
$453K 0.21%
14,593
+5,078
84
$449K 0.2%
11,960
-70
85
$443K 0.2%
5,053
-517
86
$437K 0.2%
7,903
-12,196
87
$432K 0.2%
5,800
+1,650
88
$420K 0.19%
3,908
89
$411K 0.19%
1,538
90
$399K 0.18%
8,769
91
$398K 0.18%
2,597
92
$393K 0.18%
2,035
-408
93
$377K 0.17%
3,075
+646
94
$370K 0.17%
2,656
95
$360K 0.16%
4,040
-1,004
96
$351K 0.16%
3,516
+85
97
$341K 0.15%
7,638
98
$330K 0.15%
9,945
+735
99
$328K 0.15%
9,735
+844
100
$309K 0.14%
+2,205
2 3
4
5 6