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
$202M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.45M
3
+$1.16M
4
T icon
AT&T
T
+$693K
5
DD icon
DuPont de Nemours
DD
+$533K

Top Sells

1
+$682K
2
+$581K
3
+$538K
4
AVY icon
Avery Dennison
AVY
+$313K
5
GM icon
General Motors
GM
+$292K

Sector Composition

1 Technology 21.3%
2 Healthcare 15.24%
3 Financials 13.68%
4 Industrials 11.14%
5 Energy 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$321K 0.16%
4,949
+190
127
$319K 0.16%
2,054
+445
128
$319K 0.16%
1,895
-43
129
$316K 0.16%
2,644
130
$313K 0.15%
577
-81
131
$312K 0.15%
1,475
+18
132
$310K 0.15%
14,400
133
$306K 0.15%
+5,270
134
$292K 0.14%
1,217
+232
135
$291K 0.14%
3,000
136
$288K 0.14%
2,700
137
$287K 0.14%
4,948
138
$280K 0.14%
4,003
-155
139
$277K 0.14%
5,094
-1,056
140
$274K 0.14%
1,002
-52
141
$272K 0.13%
2,460
-238
142
$256K 0.13%
6,345
143
$255K 0.13%
4,100
144
$251K 0.12%
3,997
+760
145
$237K 0.12%
3,500
146
$233K 0.12%
+800
147
$229K 0.11%
1,584
-469
148
$228K 0.11%
1,000
149
$227K 0.11%
+8,136
150
$226K 0.11%
2,647
+35
3 4 5
6
7