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
$288M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$850K
3
+$788K
4
JNJ icon
Johnson & Johnson
JNJ
+$734K
5
MCK icon
McKesson
MCK
+$722K

Top Sells

1
+$1.55M
2
+$819K
3
+$498K
4
T icon
AT&T
T
+$403K
5
PFE icon
Pfizer
PFE
+$350K

Sector Composition

1 Technology 29.49%
2 Healthcare 14.04%
3 Financials 12.6%
4 Energy 11.03%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$604K 0.21%
11,836
-97
77
$593K 0.21%
3,699
-189
78
$582K 0.2%
7,374
-96
79
$561K 0.19%
691
-41
80
$540K 0.19%
1,400
81
$534K 0.19%
6,348
-290
82
$513K 0.18%
8,936
-783
83
$484K 0.17%
4,589
+265
84
$444K 0.15%
2,115
-134
85
$443K 0.15%
4,712
-156
86
$421K 0.15%
2,684
-1,371
87
$412K 0.14%
6,500
88
$388K 0.13%
6,190
89
$380K 0.13%
6,463
90
$349K 0.12%
7,959
-234
91
$345K 0.12%
5,961
-148
92
$305K 0.11%
4,500
93
$262K 0.09%
4,440
94
$260K 0.09%
+1,000
95
$242K 0.08%
1,000
96
$236K 0.08%
+1,600
97
$232K 0.08%
+1,237
98
$222K 0.08%
+850
99
$212K 0.07%
2,178
100
$207K 0.07%
+3,142
1 2 3
4
5