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
$288M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$850K
3 +$788K
4
JNJ icon
Johnson & Johnson
JNJ
+$734K
5
MCK icon
McKesson
MCK
+$722K

Top Sells

1 +$1.55M
2 +$819K
3 +$498K
4
T icon
AT&T
T
+$403K
5
PFE icon
Pfizer
PFE
+$350K

Sector Composition

1 Technology 29.49%
2 Healthcare 14.04%
3 Financials 12.6%
4 Energy 11.03%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.07%
3,260
-2,390
102
-5,533
103
-37,700
104
-9,455