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
$211M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$722K
3
+$707K
4
KR icon
Kroger
KR
+$564K
5
PNC icon
PNC Financial Services
PNC
+$453K

Top Sells

1
+$2.28M
2
+$1.23M
3
+$1.07M
4
AAPL icon
Apple
AAPL
+$779K
5
JCI icon
Johnson Controls International
JCI
+$616K

Sector Composition

1 Technology 23.38%
2 Healthcare 17.52%
3 Financials 13.63%
4 Energy 10.86%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$380K 0.18%
2,391
-710
102
$370K 0.18%
2,992
-10
103
$362K 0.17%
2,656
104
$359K 0.17%
3,602
105
$354K 0.17%
4,978
106
$353K 0.17%
2,210
107
$353K 0.17%
6,345
108
$341K 0.16%
2,618
109
$340K 0.16%
14,400
110
$339K 0.16%
3,613
-1,392
111
$330K 0.16%
6,918
+1,500
112
$320K 0.15%
4,051
-494
113
$319K 0.15%
1,936
+340
114
$317K 0.15%
2,162
+272
115
$309K 0.15%
8,649
-14
116
$307K 0.15%
2,845
-244
117
$305K 0.14%
8,136
118
$302K 0.14%
2,700
119
$301K 0.14%
7,065
+1,927
120
$298K 0.14%
5,870
+1,156
121
$297K 0.14%
5,920
-40
122
$296K 0.14%
7,212
123
$293K 0.14%
1,202
-135
124
$291K 0.14%
+1,656
125
$288K 0.14%
3,500
2 3 4
5
6