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
$212M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.69M
3
+$803K
4
ANDV
Andeavor
ANDV
+$670K
5
MSCI icon
MSCI
MSCI
+$618K

Top Sells

1
+$735K
2
+$719K
3
+$686K
4
UNM icon
Unum
UNM
+$567K
5
AMLP icon
Alerian MLP ETF
AMLP
+$547K

Sector Composition

1 Technology 21.14%
2 Healthcare 14.65%
3 Financials 14.31%
4 Energy 11.29%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$430K 0.2%
4,053
+278
102
$429K 0.2%
9,788
-172
103
$421K 0.2%
13,860
+47
104
$413K 0.2%
3,728
-276
105
$410K 0.19%
15,200
+1,000
106
$409K 0.19%
6,713
-126
107
$408K 0.19%
7,212
+1,942
108
$389K 0.18%
4,751
+291
109
$373K 0.18%
3,052
-673
110
$369K 0.17%
1,579
+104
111
$368K 0.17%
6,345
112
$367K 0.17%
1,194
-17
113
$364K 0.17%
7,450
-2,070
114
$363K 0.17%
5,340
115
$362K 0.17%
7,308
+1,308
116
$362K 0.17%
2,451
-84
117
$353K 0.17%
2,656
-416
118
$351K 0.17%
5,242
+293
119
$348K 0.16%
3,769
120
$344K 0.16%
4,032
-405
121
$331K 0.16%
4,708
+30
122
$327K 0.15%
800
123
$324K 0.15%
1,946
+51
124
$320K 0.15%
6,327
-10,812
125
$317K 0.15%
2,006
+422
3 4
5
6 7