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
$199M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$8.49M
3
+$6.98M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.73M
5
AMZN icon
Amazon
AMZN
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.63%
2 Healthcare 15.01%
3 Financials 13.84%
4 Industrials 11.42%
5 Energy 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$321K 0.16%
+3,496
127
$318K 0.16%
+2,053
128
$317K 0.16%
+1,938
129
$316K 0.16%
+14,400
130
$313K 0.16%
+2,728
131
$304K 0.15%
+1,457
132
$301K 0.15%
+9,000
133
$301K 0.15%
+2,644
134
$297K 0.15%
+2,698
135
$292K 0.15%
+7,133
136
$288K 0.14%
+2,700
137
$285K 0.14%
+4,158
138
$282K 0.14%
+3,500
139
$276K 0.14%
+3,492
140
$271K 0.14%
+4,948
141
$268K 0.13%
+3,602
142
$267K 0.13%
+2,214
143
$264K 0.13%
+3,000
144
$253K 0.13%
+1,865
145
$252K 0.13%
+1,609
146
$246K 0.12%
+985
147
$240K 0.12%
+1,645
148
$233K 0.12%
+2,612
149
$233K 0.12%
+4,140
150
$232K 0.12%
+2,542
3 4 5
6
7