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
$199M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$8.49M
3 +$6.98M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.73M
5
AMZN icon
Amazon
AMZN
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.63%
2 Healthcare 15.01%
3 Financials 13.84%
4 Industrials 11.42%
5 Energy 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$229K 0.11%
+1,000
152
$228K 0.11%
+2,490
153
$225K 0.11%
+5,064
154
$222K 0.11%
+1,285
155
$221K 0.11%
+6,345
156
$215K 0.11%
+3,237
157
$210K 0.11%
+3,795
158
$207K 0.1%
+3,472
159
$206K 0.1%
+4,100
160
$202K 0.1%
+4,651
161
$187K 0.09%
+18,400
162
$163K 0.08%
+15,057
163
$90K 0.05%
+4,567
164
$83K 0.04%
+17,879