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
$312M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.27M
3
+$1.2M
4
INTC icon
Intel
INTC
+$933K
5
MMM icon
3M
MMM
+$851K

Top Sells

1
+$1.09M
2
+$699K
3
+$604K
4
HON icon
Honeywell
HON
+$444K
5
COST icon
Costco
COST
+$385K

Sector Composition

1 Technology 27.54%
2 Healthcare 13.61%
3 Financials 13.1%
4 Energy 11.75%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$626K 0.2%
3,559
+100
77
$616K 0.2%
7,724
+350
78
$586K 0.19%
703
+12
79
$564K 0.18%
4,489
-100
80
$551K 0.18%
3,751
+52
81
$543K 0.17%
1,300
-100
82
$520K 0.17%
6,331
-17
83
$502K 0.16%
9,276
+340
84
$483K 0.15%
2,801
+117
85
$457K 0.15%
6,000
-500
86
$429K 0.14%
4,677
-35
87
$420K 0.13%
6,463
88
$414K 0.13%
6,150
-40
89
$384K 0.12%
+493
90
$352K 0.11%
4,500
91
$342K 0.11%
+1,851
92
$329K 0.11%
4,805
-1,156
93
$314K 0.1%
7,251
-708
94
$289K 0.09%
1,600
95
$282K 0.09%
1,000
96
$272K 0.09%
1,000
97
$272K 0.09%
4,440
98
$262K 0.08%
1,151
-86
99
$236K 0.08%
2,084
-94
100
$219K 0.07%
+1,790
1 2 3
4
5