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
$294M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$506K
3
+$489K
4
V icon
Visa
V
+$468K
5
AXP icon
American Express
AXP
+$468K

Top Sells

1
+$6.12M
2
+$1.08M
3
+$899K
4
PNC icon
PNC Financial Services
PNC
+$494K
5
MRK icon
Merck
MRK
+$481K

Sector Composition

1 Technology 29.78%
2 Healthcare 14.59%
3 Financials 12.76%
4 Energy 10.78%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$299K 0.1%
+1,554
102
$298K 0.1%
+1,215
103
$291K 0.1%
+4,804
104
$274K 0.09%
3,066
+597
105
$267K 0.09%
4,440
106
$266K 0.09%
6,463
107
$263K 0.09%
+334
108
$260K 0.09%
+5,700
109
$259K 0.09%
4,500
110
$255K 0.09%
+4,504
111
$249K 0.08%
+5,514
112
$246K 0.08%
1,000
-211
113
$243K 0.08%
+1,733
114
$243K 0.08%
+1,245
115
$239K 0.08%
+1,553
116
$235K 0.08%
+581
117
$234K 0.08%
+6,848
118
$233K 0.08%
+6,040
119
$231K 0.08%
+3,054
120
$230K 0.08%
+489
121
$229K 0.08%
+977
122
$228K 0.08%
+3,516
123
$221K 0.08%
+788
124
$220K 0.08%
+5,151
125
$220K 0.07%
+978
2 3 4
5
6