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
$311M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.18M
3
+$1.11M
4
INTC icon
Intel
INTC
+$1.08M
5
WMB icon
Williams Companies
WMB
+$1.01M

Top Sells

1
+$4.25M
2
+$1.67M
3
+$1.39M
4
CRM icon
Salesforce
CRM
+$951K
5
NKE icon
Nike
NKE
+$854K

Sector Composition

1 Technology 27.28%
2 Healthcare 16.94%
3 Financials 11.23%
4 Consumer Discretionary 9.41%
5 Energy 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$250K 0.08%
9,088
-268
127
$242K 0.08%
5,105
-18
128
$231K 0.07%
3,058
-69
129
$230K 0.07%
4,500
130
$229K 0.07%
+7,542
131
$225K 0.07%
1,035
-11
132
$223K 0.07%
5,499
-177
133
$222K 0.07%
3,142
134
$221K 0.07%
3,084
+606
135
$212K 0.07%
5,404
-20
136
$207K 0.07%
4,000
137
$206K 0.07%
4,000
138
$204K 0.07%
450
-6
139
$203K 0.07%
1,180
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140
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-1,278
141
– –
-743
142
– –
-1,500
143
– –
-3,580
144
– –
-4,293
145
– –
-4,477
146
– –
-2,624
147
– –
-2,606
148
– –
-617
149
– –
-3,780
150
– –
-3,147
3 4 5
6
7