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
$220M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$518K
3
+$349K
4
JNJ icon
Johnson & Johnson
JNJ
+$322K
5
XOM icon
Exxon Mobil
XOM
+$281K

Top Sells

1
+$874K
2
+$612K
3
+$496K
4
GILD icon
Gilead Sciences
GILD
+$452K
5
CAT icon
Caterpillar
CAT
+$353K

Sector Composition

1 Technology 26.08%
2 Healthcare 19.1%
3 Financials 13.47%
4 Energy 10.19%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.17%
2,472
-60
102
$361K 0.16%
3,915
-302
103
$360K 0.16%
3,000
104
$354K 0.16%
6,212
105
$353K 0.16%
6,935
106
$345K 0.16%
11,676
+135
107
$332K 0.15%
2,422
108
$327K 0.15%
35,150
-37,800
109
$322K 0.15%
1,400
110
$306K 0.14%
2,749
-176
111
$305K 0.14%
5,000
112
$287K 0.13%
3,268
-42
113
$286K 0.13%
5,740
-1,240
114
$277K 0.13%
2,943
115
$271K 0.12%
1,705
116
$270K 0.12%
2,414
-784
117
$266K 0.12%
3,500
118
$260K 0.12%
2,029
119
$260K 0.12%
2,082
+193
120
$252K 0.11%
5,920
121
$247K 0.11%
2,071
122
$244K 0.11%
+4,173
123
$240K 0.11%
811
-1,000
124
$232K 0.11%
1,130
-205
125
$222K 0.1%
+1,719
2 3 4
5
6