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
$311M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.18M
3
+$1.11M
4
INTC icon
Intel
INTC
+$1.08M
5
WMB icon
Williams Companies
WMB
+$1.01M

Top Sells

1
+$4.25M
2
+$1.67M
3
+$1.39M
4
CRM icon
Salesforce
CRM
+$951K
5
NKE icon
Nike
NKE
+$854K

Sector Composition

1 Technology 27.28%
2 Healthcare 16.94%
3 Financials 11.23%
4 Consumer Discretionary 9.41%
5 Energy 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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152
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154
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157
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158
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160
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-1,649
161
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162
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-2,398
163
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-3,200
3 4 5 6
7