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
$223M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.56M
3
+$1.03M
4
T icon
AT&T
T
+$885K
5
CSCO icon
Cisco
CSCO
+$672K

Top Sells

1
+$3.67M
2
+$1.51M
3
+$1.5M
4
STC icon
Stewart Information Services
STC
+$1.05M
5
PYPL icon
PayPal
PYPL
+$519K

Sector Composition

1 Technology 31.01%
2 Healthcare 20.14%
3 Financials 10.45%
4 Consumer Discretionary 9.27%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$465K 0.21%
1,638
+100
77
$455K 0.2%
9,420
-3,967
78
$450K 0.2%
14,658
79
$449K 0.2%
8,658
-1,514
80
$432K 0.19%
6,846
81
$431K 0.19%
2,656
82
$424K 0.19%
7,388
-3,723
83
$416K 0.19%
5,800
84
$407K 0.18%
2,475
-745
85
$388K 0.17%
2,619
-698
86
$383K 0.17%
13,057
87
$375K 0.17%
3,064
-11
88
$375K 0.17%
7,588
-50
89
$368K 0.17%
8,425
-24,000
90
$367K 0.16%
3,789
-1,264
91
$365K 0.16%
3,009
-1,031
92
$353K 0.16%
1,767
-268
93
$348K 0.16%
7,465
-1,304
94
$337K 0.15%
2,940
-968
95
$332K 0.15%
2,858
-1,492
96
$326K 0.15%
2,618
97
$281K 0.13%
1,400
98
$272K 0.12%
7,931
99
$270K 0.12%
1,719
-486
100
$259K 0.12%
7,145
-2,590
1 2 3
4
5