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
$271M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.89M
3
+$991K
4
MPC icon
Marathon Petroleum
MPC
+$984K
5
HUM icon
Humana
HUM
+$957K

Top Sells

1
+$3.45M
2
+$1.62M
3
+$974K
4
CVX icon
Chevron
CVX
+$966K
5
PM icon
Philip Morris
PM
+$814K

Sector Composition

1 Technology 27.23%
2 Healthcare 16.9%
3 Financials 10.97%
4 Energy 10.61%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$597K 0.22%
10,894
-3,766
77
$580K 0.21%
3,882
-1,467
78
$571K 0.21%
3,656
-1,513
79
$560K 0.21%
15,310
-1,490
80
$536K 0.2%
11,240
81
$500K 0.18%
2,994
+968
82
$489K 0.18%
8,401
-2,144
83
$469K 0.17%
40,811
+3,893
84
$457K 0.17%
10,047
-2,551
85
$448K 0.17%
11,950
-157
86
$443K 0.16%
12,739
-3,221
87
$431K 0.16%
4,820
-1,217
88
$419K 0.15%
5,119
89
$419K 0.15%
6,000
-500
90
$416K 0.15%
2,787
-709
91
$415K 0.15%
1,416
92
$414K 0.15%
753
-192
93
$411K 0.15%
9,425
94
$398K 0.15%
2,386
+4
95
$348K 0.13%
6,206
96
$337K 0.12%
1,620
-370
97
$333K 0.12%
3,530
-1,230
98
$320K 0.12%
5,044
-8,661
99
$307K 0.11%
1,900
100
$284K 0.1%
9,683
-25,929
2 3
4
5 6