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
$343M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.78M
3
+$1.69M
4
INTC icon
Intel
INTC
+$809K
5
PYPL icon
PayPal
PYPL
+$656K

Top Sells

1
+$2.04M
2
+$1.88M
3
+$1.31M
4
MRK icon
Merck
MRK
+$849K
5
ILMN icon
Illumina
ILMN
+$838K

Sector Composition

1 Technology 27.77%
2 Healthcare 16.96%
3 Consumer Discretionary 11.47%
4 Financials 10.77%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$458K 0.13%
12,160
-4,305
102
$455K 0.13%
6,500
103
$454K 0.13%
4,676
-223
104
$438K 0.13%
+8,724
105
$436K 0.13%
2,508
-1,360
106
$394K 0.12%
+1,847
107
$350K 0.1%
+4,018
108
$338K 0.1%
3,142
109
$313K 0.09%
6,498
+693
110
$296K 0.09%
2,060
-300
111
$286K 0.08%
1,138
+138
112
$281K 0.08%
3,300
-1,500
113
$267K 0.08%
700
114
$263K 0.08%
1,059
115
$256K 0.07%
4,500
116
$242K 0.07%
+1,301
117
$236K 0.07%
1,500
-500
118
$236K 0.07%
1,100
119
$232K 0.07%
+4,828
120
$227K 0.07%
3,403
121
$226K 0.07%
+1,337
122
$222K 0.06%
+600
123
$221K 0.06%
+5,582
124
$215K 0.06%
+3,900
125
$214K 0.06%
+2,102
2 3 4
5
6