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
$194M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.78M
3
+$1.11M
4
JPM icon
JPMorgan Chase
JPM
+$774K
5
CVX icon
Chevron
CVX
+$709K

Top Sells

1
+$1.63M
2
+$1.39M
3
+$1.33M
4
DUK icon
Duke Energy
DUK
+$1.16M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$621K

Sector Composition

1 Technology 22.15%
2 Healthcare 18.17%
3 Financials 13.77%
4 Energy 10.36%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$369K 0.19%
2,902
102
$363K 0.19%
2,772
-222
103
$358K 0.18%
2,992
-60
104
$358K 0.18%
6,766
+1,383
105
$335K 0.17%
3,602
-167
106
$330K 0.17%
2,210
+175
107
$326K 0.17%
2,618
108
$321K 0.17%
+5,258
109
$318K 0.16%
2,656
110
$315K 0.16%
6,345
111
$315K 0.16%
4,545
+307
112
$300K 0.15%
1,596
+413
113
$294K 0.15%
1,337
-255
114
$294K 0.15%
4,978
+270
115
$292K 0.15%
14,400
116
$291K 0.15%
966
-13
117
$290K 0.15%
8,050
+1,256
118
$285K 0.15%
7,212
119
$282K 0.15%
5,418
-192
120
$282K 0.15%
3,089
+197
121
$280K 0.14%
3,002
-76
122
$279K 0.14%
8,663
-5,162
123
$268K 0.14%
3,500
124
$266K 0.14%
8,136
125
$260K 0.13%
5,960
-307
3 4
5
6 7