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
$194M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.78M
3 +$1.11M
4
JPM icon
JPMorgan Chase
JPM
+$774K
5
CVX icon
Chevron
CVX
+$709K

Top Sells

1 +$1.63M
2 +$1.39M
3 +$1.33M
4
DUK icon
Duke Energy
DUK
+$1.16M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$621K

Sector Composition

1 Technology 22.15%
2 Healthcare 18.17%
3 Financials 13.77%
4 Energy 10.36%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,612
152
-21,300
153
-3,006
154
-8,757
155
-4,100
156
-8,034
157
-2,035