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
$212M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.69M
3
+$803K
4
ANDV
Andeavor
ANDV
+$670K
5
MSCI icon
MSCI
MSCI
+$618K

Top Sells

1
+$735K
2
+$719K
3
+$686K
4
UNM icon
Unum
UNM
+$567K
5
AMLP icon
Alerian MLP ETF
AMLP
+$547K

Sector Composition

1 Technology 21.14%
2 Healthcare 14.65%
3 Financials 14.31%
4 Energy 11.29%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$314K 0.15%
14,400
127
$313K 0.15%
2,360
-284
128
$310K 0.15%
+5,313
129
$305K 0.14%
10,500
130
$302K 0.14%
+3,170
131
$300K 0.14%
4,025
+22
132
$299K 0.14%
599
+22
133
$297K 0.14%
2,700
134
$294K 0.14%
3,692
-1,639
135
$286K 0.14%
2,046
-8
136
$284K 0.13%
977
-25
137
$272K 0.13%
4,202
+205
138
$270K 0.13%
+5,500
139
$269K 0.13%
2,618
-382
140
$268K 0.13%
6,141
-1,029
141
$267K 0.13%
3,500
142
$265K 0.13%
4,991
-103
143
$259K 0.12%
2,883
+236
144
$253K 0.12%
4,100
145
$241K 0.11%
+1,980
146
$234K 0.11%
+4,085
147
$231K 0.11%
1,016
-201
148
$230K 0.11%
4,564
149
$225K 0.11%
3,710
150
$222K 0.11%
8,136
3 4 5
6
7