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
$316M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.15M
3
+$600K
4
SOLV icon
Solventum
SOLV
+$381K
5
WBA
Walgreens Boots Alliance
WBA
+$310K

Top Sells

1
+$2.28M
2
+$1.14M
3
+$1.04M
4
GE icon
GE Aerospace
GE
+$768K
5
HUM icon
Humana
HUM
+$711K

Sector Composition

1 Technology 28.95%
2 Healthcare 12.92%
3 Financials 12.9%
4 Energy 11.63%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$591K 0.19%
14,232
-1,500
77
$581K 0.18%
3,740
-11
78
$553K 0.18%
703
79
$543K 0.17%
1,200
-100
80
$497K 0.16%
6,329
-2
81
$490K 0.16%
9,274
-2
82
$479K 0.15%
4,724
+47
83
$465K 0.15%
2,800
-1
84
$444K 0.14%
490
-3
85
$422K 0.13%
6,000
86
$401K 0.13%
6,463
87
$381K 0.12%
+7,207
88
$371K 0.12%
1,852
+1
89
$369K 0.12%
4,791
-14
90
$339K 0.11%
6,150
91
$290K 0.09%
1,000
92
$289K 0.09%
4,547
+107
93
$276K 0.09%
1,700
+100
94
$263K 0.08%
1,137
-14
95
$260K 0.08%
3,500
-1,000
96
$257K 0.08%
1,000
97
$249K 0.08%
+1,454
98
$219K 0.07%
3,452
99
$209K 0.07%
5,346
-1,905
100
$209K 0.07%
414
1 2 3
4
5