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
151
$205K 0.09%
+3,006
152
$203K 0.09%
+1,557
153
$201K 0.09%
+1,183
154
$100K 0.04%
17,879
155
– –
-1,185
156
– –
-24,072
157
– –
-5,500
158
– –
-7,450
159
– –
-10,133
160
– –
-1,980
161
– –
-12,624
162
– –
-6,564
163
– –
-5,105
3 4 5 6
7