BWM

Buckley Wealth Management Portfolio holdings

AUM $365M
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.09M
3
+$1.02M
4
PYPL icon
PayPal
PYPL
+$968K
5
ANET icon
Arista Networks
ANET
+$861K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.12M
4
MPC icon
Marathon Petroleum
MPC
+$1.02M
5
CSCO icon
Cisco
CSCO
+$840K

Sector Composition

1 Technology 25.12%
2 Financials 16.14%
3 Healthcare 12.64%
4 Energy 12.23%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$744K 0.23%
2,384
-4
77
$718K 0.22%
759
+23
78
$717K 0.22%
+3,097
79
$689K 0.21%
21,814
+4,868
80
$656K 0.2%
1,200
81
$613K 0.19%
3,042
+80
82
$599K 0.19%
4,032
+122
83
$580K 0.18%
954
+31
84
$580K 0.18%
9,992
+284
85
$498K 0.15%
603
+57
86
$454K 0.14%
5,974
-50
87
$409K 0.13%
5,700
88
$396K 0.12%
3,929
-329
89
$395K 0.12%
6,000
90
$273K 0.08%
1,000
91
$273K 0.08%
1,013
-71
92
$254K 0.08%
3,540
+100
93
$250K 0.08%
3,500
94
$239K 0.07%
414
95
$216K 0.07%
898
-26
96
$215K 0.07%
3,000
97
– –
-1,850
98
– –
-5,346
99
– –
-1,809
100
– –
-2,610
1 2 3
4
5