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
$309M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.48M
3
+$1.92M
4
DOW icon
Dow Inc
DOW
+$1.61M
5
DD icon
DuPont de Nemours
DD
+$1.55M

Top Sells

1
+$716K
2
+$327K
3
+$285K
4
LMT icon
Lockheed Martin
LMT
+$275K
5
FVRR icon
Fiverr
FVRR
+$255K

Sector Composition

1 Technology 26.27%
2 Healthcare 17.86%
3 Consumer Discretionary 11.86%
4 Financials 11.16%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$681K 0.22%
5,368
+20
77
$678K 0.22%
5,000
78
$665K 0.22%
3,391
+318
79
$624K 0.2%
6,415
+809
80
$607K 0.2%
3,515
+379
81
$603K 0.2%
16,465
+11,800
82
$596K 0.19%
9,425
83
$592K 0.19%
2,691
+45
84
$589K 0.19%
4,565
+80
85
$586K 0.19%
3,868
+324
86
$544K 0.18%
9,349
+688
87
$543K 0.18%
4,594
+2,594
88
$537K 0.17%
4,000
89
$529K 0.17%
1,400
90
$522K 0.17%
2,246
-52
91
$503K 0.16%
9,582
+25
92
$499K 0.16%
2,874
-17
93
$496K 0.16%
6,808
-144
94
$486K 0.16%
3,880
+507
95
$469K 0.15%
3,504
-31
96
$435K 0.14%
6,500
97
$432K 0.14%
4,899
+364
98
$424K 0.14%
5,275
+1,130
99
$424K 0.14%
2,505
+328
100
$417K 0.13%
2,157
+278
2 3
4
5 6