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
$327M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.17M
2 +$1.21M
3 +$754K
4
LRCX icon
Lam Research
LRCX
+$693K
5
XOM icon
Exxon Mobil
XOM
+$557K

Top Sells

1 +$1.09M
2 +$792K
3 +$685K
4
PFE icon
Pfizer
PFE
+$521K
5
BMY icon
Bristol-Myers Squibb
BMY
+$498K

Sector Composition

1 Technology 27.83%
2 Financials 14.36%
3 Healthcare 11.33%
4 Energy 11.12%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$201K 0.06%
5,346
102
-9,622
103
-3,028