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
$311M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.18M
3
+$1.11M
4
INTC icon
Intel
INTC
+$1.08M
5
WMB icon
Williams Companies
WMB
+$1.01M

Top Sells

1
+$4.25M
2
+$1.67M
3
+$1.39M
4
CRM icon
Salesforce
CRM
+$951K
5
NKE icon
Nike
NKE
+$854K

Sector Composition

1 Technology 27.28%
2 Healthcare 16.94%
3 Financials 11.23%
4 Consumer Discretionary 9.41%
5 Energy 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$762K 0.25%
1,850
+60
77
$751K 0.24%
49,570
+720
78
$743K 0.24%
30,095
+28
79
$720K 0.23%
10,545
-163
80
$716K 0.23%
16,800
-270
81
$687K 0.22%
9,838
+1,198
82
$687K 0.22%
4,865
-905
83
$674K 0.22%
41,765
+2,630
84
$608K 0.2%
6,037
-138
85
$597K 0.19%
12,598
-290
86
$576K 0.19%
945
-20
87
$567K 0.18%
15,960
-343
88
$566K 0.18%
6,500
89
$559K 0.18%
11,240
90
$543K 0.17%
3,496
-59
91
$495K 0.16%
+36,918
92
$492K 0.16%
5,119
-84
93
$481K 0.15%
1,990
-50
94
$469K 0.15%
9,425
95
$449K 0.14%
4,760
-10
96
$449K 0.14%
1,377
-150
97
$431K 0.14%
3,108
-31
98
$421K 0.14%
1,416
+16
99
$414K 0.13%
2,382
-44
100
$407K 0.13%
12,107
+47
2 3
4
5 6