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
$229M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$628K
3
+$548K
4
CVX icon
Chevron
CVX
+$525K
5
CAT icon
Caterpillar
CAT
+$443K

Top Sells

1
+$739K
2
+$681K
3
+$670K
4
STX icon
Seagate
STX
+$572K
5
CSX icon
CSX Corp
CSX
+$512K

Sector Composition

1 Technology 21.74%
2 Healthcare 15.71%
3 Financials 14.29%
4 Energy 10.74%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$335K 0.15%
6,267
-60
127
$329K 0.14%
2,700
128
$328K 0.14%
5,340
129
$327K 0.14%
2,035
+29
130
$315K 0.14%
8,136
131
$306K 0.13%
2,035
-11
132
$300K 0.13%
3,780
-245
133
$296K 0.13%
2,892
+9
134
$293K 0.13%
10,500
135
$290K 0.13%
6,211
+70
136
$288K 0.13%
612
+13
137
$284K 0.12%
4,459
+374
138
$283K 0.12%
4,238
+36
139
$277K 0.12%
3,500
140
$258K 0.11%
4,842
-149
141
$244K 0.11%
4,100
142
$242K 0.11%
3,368
+90
143
$239K 0.1%
3,710
144
$230K 0.1%
21,300
-29,000
145
$229K 0.1%
950
-66
146
$222K 0.1%
+5,000
147
$221K 0.1%
4,404
-160
148
$220K 0.1%
1,986
149
$216K 0.09%
1,000
150
$210K 0.09%
4,948
3 4 5
6
7