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
$204M
AUM Growth
-$9.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$818K
3 +$647K
4
TWTR
Twitter, Inc.
TWTR
+$637K
5
OXY icon
Occidental Petroleum
OXY
+$462K

Top Sells

1 +$1.8M
2 +$1.14M
3 +$636K
4
CHRW icon
C.H. Robinson
CHRW
+$580K
5
COST icon
Costco
COST
+$462K

Sector Composition

1 Technology 24.29%
2 Healthcare 18.38%
3 Financials 13.39%
4 Energy 10.46%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,864
152
-13,840
153
-3,000
154
-800