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
$343M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.78M
3
+$1.69M
4
INTC icon
Intel
INTC
+$809K
5
PYPL icon
PayPal
PYPL
+$656K

Top Sells

1
+$2.04M
2
+$1.88M
3
+$1.31M
4
MRK icon
Merck
MRK
+$849K
5
ILMN icon
Illumina
ILMN
+$838K

Sector Composition

1 Technology 27.77%
2 Healthcare 16.96%
3 Consumer Discretionary 11.47%
4 Financials 10.77%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,594
127
– –
-10,000
128
– –
-5,275
129
– –
-2,874
130
– –
-1,204
131
– –
-1,070
132
– –
-5,702
133
– –
-3,504
134
– –
-2,123
135
– –
-2,246
136
– –
-1,672
137
– –
-4,402
138
– –
-6,808
139
– –
-5,368
140
– –
-850
141
– –
-6,204
142
– –
-2,972
2 3 4 5
6