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
$294M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$506K
3
+$489K
4
V icon
Visa
V
+$468K
5
AXP icon
American Express
AXP
+$468K

Top Sells

1
+$6.12M
2
+$1.08M
3
+$899K
4
PNC icon
PNC Financial Services
PNC
+$494K
5
MRK icon
Merck
MRK
+$481K

Sector Composition

1 Technology 29.78%
2 Healthcare 14.59%
3 Financials 12.76%
4 Energy 10.78%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$688K 0.23%
16,554
+6,876
77
$686K 0.23%
43,115
+190
78
$675K 0.23%
3,483
+345
79
$650K 0.22%
941
+181
80
$610K 0.21%
3,664
+620
81
$577K 0.2%
13,398
+8,025
82
$553K 0.19%
15,348
+3,997
83
$515K 0.18%
4,322
-51,354
84
$506K 0.17%
+3,401
85
$496K 0.17%
5,064
86
$475K 0.16%
4,866
-777
87
$470K 0.16%
2,263
-43
88
$468K 0.16%
+2,685
89
$452K 0.15%
1,400
90
$429K 0.15%
6,190
-1,040
91
$414K 0.14%
6,500
+500
92
$410K 0.14%
+4,538
93
$384K 0.13%
+6,358
94
$383K 0.13%
5,735
-944
95
$375K 0.13%
+2,011
96
$374K 0.13%
+876
97
$357K 0.12%
+3,987
98
$346K 0.12%
+7,515
99
$317K 0.11%
+2,620
100
$302K 0.1%
+4,828
2 3
4
5 6