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
$223M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.56M
3
+$1.03M
4
T icon
AT&T
T
+$885K
5
CSCO icon
Cisco
CSCO
+$672K

Top Sells

1
+$3.67M
2
+$1.51M
3
+$1.5M
4
STC icon
Stewart Information Services
STC
+$1.05M
5
PYPL icon
PayPal
PYPL
+$519K

Sector Composition

1 Technology 31.01%
2 Healthcare 20.14%
3 Financials 10.45%
4 Consumer Discretionary 9.27%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.11%
7,316
-7,277
102
$231K 0.1%
23,084
-15,003
103
$229K 0.1%
2,100
-200
104
$223K 0.1%
1,333
-456
105
$219K 0.1%
+1,470
106
$203K 0.09%
4,708
+453
107
$163K 0.07%
11,750
108
$143K 0.06%
+13,092
109
$119K 0.05%
+13,977
110
$80K 0.04%
2,563
-38
111
– –
-25,000
112
– –
-1,524
113
– –
-25,460
114
– –
-1,358
115
– –
-60,754
116
– –
-2,597
117
– –
-15,000
118
– –
-7,903
119
– –
-5,409
120
– –
-6,054
121
– –
-3,516
122
– –
-2,544
123
– –
-1,254
124
– –
-5,770
125
– –
-1,331
1 2 3 4
5