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
$202M
AUM Growth
+$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.45M
3
+$1.16M
4
T icon
AT&T
T
+$693K
5
DD icon
DuPont de Nemours
DD
+$533K

Top Sells

1
+$682K
2
+$581K
3
+$538K
4
AVY icon
Avery Dennison
AVY
+$313K
5
GM icon
General Motors
GM
+$292K

Sector Composition

1 Technology 21.3%
2 Healthcare 15.24%
3 Financials 13.68%
4 Industrials 11.14%
5 Energy 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 6.56%
316,408
+1,236
2
$9.08M 4.49%
99,443
+150
3
$7.07M 3.49%
97,660
-9,420
4
$6.52M 3.22%
125,760
-1,980
5
$6.5M 3.21%
56,974
+1,195
6
$6.07M 3%
55,201
-200
7
$6.05M 2.99%
30,339
+752
8
$5.83M 2.88%
135,921
+1,726
9
$5.57M 2.75%
74,681
+23,698
10
$5.48M 2.71%
42,795
+1,841
11
$5.47M 2.7%
162,471
+3,199
12
$4.47M 2.21%
86,047
+27,874
13
$3.84M 1.9%
142,617
+25,744
14
$3.68M 1.82%
70,672
-2,582
15
$3.67M 1.81%
56,786
+746
16
$3.6M 1.78%
10,665
-47
17
$3.14M 1.55%
52,995
-1,511
18
$2.85M 1.41%
21,182
-285
19
$2.78M 1.38%
35,090
+14,688
20
$2.7M 1.33%
28,924
-1,259
21
$2.63M 1.3%
54,885
+4,131
22
$2.59M 1.28%
7,903
+160
23
$2.48M 1.23%
31,361
+2,602
24
$2.36M 1.17%
18,362
+4,148
25
$2.36M 1.17%
11,024
-277
1
2 3 4 5