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
$202M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.45M
3
+$1.16M
4
T icon
AT&T
T
+$693K
5
DD icon
DuPont de Nemours
DD
+$533K

Top Sells

1
+$682K
2
+$581K
3
+$538K
4
AVY icon
Avery Dennison
AVY
+$313K
5
GM icon
General Motors
GM
+$292K

Sector Composition

1 Technology 21.3%
2 Healthcare 15.24%
3 Financials 13.68%
4 Industrials 11.14%
5 Energy 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$438K 0.22%
2,535
-49
102
$433K 0.21%
9,960
+2,500
103
$433K 0.21%
10,375
+661
104
$423K 0.21%
1,211
-33
105
$420K 0.21%
3,033
+64
106
$410K 0.2%
6,839
+923
107
$404K 0.2%
6,995
+890
108
$402K 0.2%
5,340
109
$401K 0.2%
3,990
+412
110
$384K 0.19%
13,813
-494
111
$381K 0.19%
6,119
+60
112
$374K 0.18%
3,203
+23
113
$371K 0.18%
4,004
+508
114
$368K 0.18%
10,500
+1,500
115
$368K 0.18%
4,460
+494
116
$364K 0.18%
3,775
+40
117
$354K 0.18%
5,331
-469
118
$343K 0.17%
4,437
-545
119
$341K 0.17%
4,707
-121
120
$341K 0.17%
8,519
-1,957
121
$336K 0.17%
4,678
122
$333K 0.16%
3,769
+1,227
123
$330K 0.16%
14,200
124
$329K 0.16%
+6,000
125
$329K 0.16%
7,170
-2,280
3 4
5
6 7