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
$294M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$602K
2 +$506K
3 +$489K
4
V icon
Visa
V
+$468K
5
AXP icon
American Express
AXP
+$468K

Top Sells

1 +$6.12M
2 +$1.08M
3 +$899K
4
PNC icon
PNC Financial Services
PNC
+$494K
5
MRK icon
Merck
MRK
+$481K

Sector Composition

1 Technology 29.78%
2 Healthcare 14.59%
3 Financials 12.76%
4 Energy 10.78%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$213K 0.07%
+1,237
127
$202K 0.07%
+5,340
128
-2,708
129
-1,578
130
-3,884
131
-1,900
132
-4,299