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
$325M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.17M
3
+$569K
4
ORCL icon
Oracle
ORCL
+$489K
5
CVX icon
Chevron
CVX
+$443K

Top Sells

1
+$1.18M
2
+$915K
3
+$884K
4
LRCX icon
Lam Research
LRCX
+$810K
5
WBA
Walgreens Boots Alliance
WBA
+$762K

Sector Composition

1 Technology 27.62%
2 Financials 13.53%
3 Healthcare 12.38%
4 Energy 11.38%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$614K 0.19%
5,059
+335
77
$599K 0.18%
9,450
+176
78
$596K 0.18%
1,205
-400
79
$594K 0.18%
1,200
80
$569K 0.18%
+900
81
$498K 0.15%
9,622
-4,610
82
$467K 0.14%
527
+37
83
$420K 0.13%
5,700
-300
84
$420K 0.13%
6,030
-1,177
85
$401K 0.12%
4,791
86
$388K 0.12%
6,000
-150
87
$326K 0.1%
1,277
-177
88
$304K 0.09%
1,850
+150
89
$302K 0.09%
1,000
90
$298K 0.09%
1,097
-40
91
$272K 0.08%
+3,142
92
$262K 0.08%
3,500
-2,963
93
$258K 0.08%
1,000
94
$252K 0.08%
924
95
$247K 0.08%
3,440
-1,107
96
$237K 0.07%
414
97
$223K 0.07%
5,346
98
– –
-3,500
99
– –
-703
100
– –
-7,610
1 2 3
4
5