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
$204M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$818K
3
+$647K
4
TWTR
Twitter, Inc.
TWTR
+$637K
5
OXY icon
Occidental Petroleum
OXY
+$462K

Top Sells

1
+$1.8M
2
+$1.14M
3
+$636K
4
CHRW icon
C.H. Robinson
CHRW
+$580K
5
COST icon
Costco
COST
+$462K

Sector Composition

1 Technology 24.29%
2 Healthcare 18.38%
3 Financials 13.39%
4 Energy 10.46%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$354K 0.17%
2,876
-15
102
$353K 0.17%
2,794
-200
103
$351K 0.17%
14,658
-5,700
104
$348K 0.17%
2,532
-1,064
105
$347K 0.17%
8,451
106
$339K 0.17%
3,198
-1,517
107
$335K 0.16%
3,000
-826
108
$330K 0.16%
1,919
-878
109
$327K 0.16%
6,935
+149
110
$323K 0.16%
+11,541
111
$319K 0.16%
3,500
112
$315K 0.15%
2,618
113
$312K 0.15%
1,300
-200
114
$293K 0.14%
2,925
-804
115
$290K 0.14%
1,400
+400
116
$289K 0.14%
6,616
+471
117
$286K 0.14%
6,212
-1,000
118
$285K 0.14%
6,980
-2,805
119
$282K 0.14%
2,029
-1,308
120
$271K 0.13%
5,920
121
$253K 0.12%
+2,943
122
$253K 0.12%
1,705
123
$244K 0.12%
1,449
-586
124
$238K 0.12%
1,335
-104
125
$234K 0.11%
2,071
3 4
5
6 7