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
$311M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.18M
3
+$1.11M
4
INTC icon
Intel
INTC
+$1.08M
5
WMB icon
Williams Companies
WMB
+$1.01M

Top Sells

1
+$4.25M
2
+$1.67M
3
+$1.39M
4
CRM icon
Salesforce
CRM
+$951K
5
NKE icon
Nike
NKE
+$854K

Sector Composition

1 Technology 27.28%
2 Healthcare 16.94%
3 Financials 11.23%
4 Consumer Discretionary 9.41%
5 Energy 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.13%
2,599
-252
102
$390K 0.13%
6,206
-37
103
$377K 0.12%
10,126
+3,752
104
$370K 0.12%
2,708
-220
105
$365K 0.12%
2,253
-86
106
$356K 0.11%
7,739
+1,810
107
$356K 0.11%
+2,206
108
$348K 0.11%
6,655
+108
109
$347K 0.11%
+1,900
110
$330K 0.11%
+2,026
111
$327K 0.11%
2,177
-19
112
$320K 0.1%
1,654
-10
113
$315K 0.1%
4,972
-1,822
114
$314K 0.1%
10,686
+623
115
$314K 0.1%
2,792
+176
116
$305K 0.1%
1,549
-61
117
$289K 0.09%
2,281
-19
118
$289K 0.09%
1,238
119
$287K 0.09%
4,947
+490
120
$279K 0.09%
7,237
+586
121
$267K 0.09%
1,175
+82
122
$259K 0.08%
1,160
-258
123
$258K 0.08%
980
-16
124
$258K 0.08%
3,233
+185
125
$250K 0.08%
4,638
+797
3 4
5
6 7