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
$343M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.78M
3
+$1.69M
4
INTC icon
Intel
INTC
+$809K
5
PYPL icon
PayPal
PYPL
+$656K

Top Sells

1
+$2.04M
2
+$1.88M
3
+$1.31M
4
MRK icon
Merck
MRK
+$849K
5
ILMN icon
Illumina
ILMN
+$838K

Sector Composition

1 Technology 27.77%
2 Healthcare 16.96%
3 Consumer Discretionary 11.47%
4 Financials 10.77%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$775K 0.23%
7,490
+3,610
77
$773K 0.23%
33,590
+3,250
78
$770K 0.22%
3,842
+2,250
79
$763K 0.22%
4,170
-395
80
$761K 0.22%
24,990
+16,308
81
$751K 0.22%
9,425
82
$749K 0.22%
3,658
+2,194
83
$747K 0.22%
3,269
+1,112
84
$737K 0.22%
11,240
+10
85
$711K 0.21%
4,348
-3,784
86
$711K 0.21%
6,777
-834
87
$708K 0.21%
8,301
+4,394
88
$693K 0.2%
10,449
+1,100
89
$689K 0.2%
5,000
90
$676K 0.2%
15,636
+1,500
91
$667K 0.19%
22,105
-299
92
$582K 0.17%
+8,127
93
$572K 0.17%
4,000
+2,000
94
$560K 0.16%
2,781
+90
95
$544K 0.16%
9,183
-399
96
$536K 0.16%
1,400
97
$510K 0.15%
3,290
+785
98
$476K 0.14%
+9,758
99
$473K 0.14%
4,000
100
$470K 0.14%
2,253
-1,043
2 3
4
5 6