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
$325M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$1.17M
3 +$569K
4
ORCL icon
Oracle
ORCL
+$489K
5
CVX icon
Chevron
CVX
+$443K

Top Sells

1 +$1.18M
2 +$915K
3 +$884K
4
LRCX icon
Lam Research
LRCX
+$810K
5
WBA
Walgreens Boots Alliance
WBA
+$762K

Sector Composition

1 Technology 27.62%
2 Financials 13.53%
3 Healthcare 12.38%
4 Energy 11.38%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,900
102
-3,287
103
-2,800
104
-62,985