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
$229M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$628K
3
+$548K
4
CVX icon
Chevron
CVX
+$525K
5
CAT icon
Caterpillar
CAT
+$443K

Top Sells

1
+$739K
2
+$681K
3
+$670K
4
STX icon
Seagate
STX
+$572K
5
CSX icon
CSX Corp
CSX
+$512K

Sector Composition

1 Technology 21.74%
2 Healthcare 15.71%
3 Financials 14.29%
4 Energy 10.74%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$442K 0.19%
13,395
102
$433K 0.19%
4,032
103
$431K 0.19%
13,825
-35
104
$426K 0.19%
7,360
+52
105
$415K 0.18%
2,762
+402
106
$414K 0.18%
6,794
+1,552
107
$411K 0.18%
3,612
-116
108
$410K 0.18%
7,212
109
$405K 0.18%
1,592
+13
110
$396K 0.17%
4,790
+39
111
$396K 0.17%
3,052
112
$389K 0.17%
2,656
113
$383K 0.17%
2,343
-108
114
$378K 0.17%
1,190
-4
115
$374K 0.16%
3,769
116
$373K 0.16%
1,957
+11
117
$365K 0.16%
15,200
118
$364K 0.16%
2,618
119
$363K 0.16%
3,078
-92
120
$360K 0.16%
800
121
$360K 0.16%
4,708
122
$348K 0.15%
5,610
-2,500
123
$346K 0.15%
979
+2
124
$341K 0.15%
5,383
+70
125
$338K 0.15%
14,400
3 4
5
6 7