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
$272M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$666K
3
+$396K
4
BWA icon
BorgWarner
BWA
+$232K
5
BSX icon
Boston Scientific
BSX
+$88.2K

Top Sells

1
+$3.58M
2
+$3.1M
3
+$913K
4
T icon
AT&T
T
+$886K
5
IP icon
International Paper
IP
+$789K

Sector Composition

1 Technology 29.82%
2 Healthcare 15.26%
3 Energy 12%
4 Financials 11.79%
5 Consumer Staples 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$549K 0.2%
5,643
-228
77
$538K 0.2%
3,232
+410
78
$526K 0.19%
3,044
+6
79
$509K 0.19%
760
-4
80
$507K 0.19%
6,679
-914
81
$496K 0.18%
5,064
82
$494K 0.18%
3,884
-33
83
$464K 0.17%
7,230
-4,000
84
$459K 0.17%
4,840
-56
85
$458K 0.17%
1,400
86
$441K 0.16%
2,306
-39
87
$396K 0.15%
+11,351
88
$375K 0.14%
6,000
89
$369K 0.14%
1,900
90
$367K 0.14%
9,678
-108
91
$326K 0.12%
6,524
+1,762
92
$310K 0.11%
1,578
-33
93
$275K 0.1%
4,440
94
$274K 0.1%
1,211
-10
95
$261K 0.1%
6,463
-1,962
96
$247K 0.09%
2,469
-1,128
97
$232K 0.09%
+5,373
98
$227K 0.08%
4,500
99
$211K 0.08%
4,299
-300
100
$204K 0.07%
2,708
1 2 3
4
5