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
$327M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.21M
3
+$754K
4
LRCX icon
Lam Research
LRCX
+$693K
5
XOM icon
Exxon Mobil
XOM
+$557K

Top Sells

1
+$1.09M
2
+$792K
3
+$685K
4
PFE icon
Pfizer
PFE
+$521K
5
BMY icon
Bristol-Myers Squibb
BMY
+$498K

Sector Composition

1 Technology 27.83%
2 Financials 14.36%
3 Healthcare 11.33%
4 Energy 11.12%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$632K 0.19%
5,250
+191
77
$629K 0.19%
6,690
+187
78
$628K 0.19%
10,512
+271
79
$587K 0.18%
923
+23
80
$585K 0.18%
3,910
+99
81
$519K 0.16%
9,708
+258
82
$507K 0.16%
+16,946
83
$435K 0.13%
6,000
84
$422K 0.13%
546
+19
85
$403K 0.12%
5,700
86
$398K 0.12%
6,024
-6
87
$380K 0.12%
4,258
-533
88
$322K 0.1%
1,084
-13
89
$285K 0.09%
867
-410
90
$263K 0.08%
1,000
91
$242K 0.07%
414
92
$236K 0.07%
3,500
93
$230K 0.07%
924
94
$224K 0.07%
+1,809
95
$223K 0.07%
1,850
96
$221K 0.07%
1,000
97
$216K 0.07%
2,582
-560
98
$214K 0.07%
3,440
99
$213K 0.07%
+2,610
100
$211K 0.06%
+3,000
1 2 3
4
5