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
$212M
AUM Growth
+$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.69M
3
+$803K
4
ANDV
Andeavor
ANDV
+$670K
5
MSCI icon
MSCI
MSCI
+$618K

Top Sells

1
+$735K
2
+$719K
3
+$686K
4
UNM icon
Unum
UNM
+$567K
5
AMLP icon
Alerian MLP ETF
AMLP
+$547K

Sector Composition

1 Technology 21.14%
2 Healthcare 14.65%
3 Financials 14.31%
4 Energy 11.29%
5 Industrials 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 6.93%
316,852
+444
2
$10.2M 4.83%
103,597
+4,154
3
$7.98M 3.77%
93,860
-3,800
4
$7.85M 3.71%
42,079
+11,740
5
$7.18M 3.39%
56,756
-218
6
$7.14M 3.38%
126,440
+680
7
$6.12M 2.89%
73,975
-706
8
$5.81M 2.75%
55,771
+570
9
$5.78M 2.73%
134,389
-1,532
10
$5.61M 2.65%
163,091
+620
11
$5.42M 2.56%
44,623
+1,828
12
$5.15M 2.43%
212,302
+69,685
13
$4.99M 2.36%
86,137
+90
14
$3.85M 1.82%
58,998
+2,212
15
$3.65M 1.72%
52,395
-600
16
$3.5M 1.66%
70,474
-198
17
$3.25M 1.54%
41,640
+6,550
18
$3.14M 1.48%
10,619
-46
19
$3.03M 1.43%
21,363
+181
20
$2.9M 1.37%
57,684
+2,799
21
$2.75M 1.3%
28,071
-853
22
$2.69M 1.27%
10,963
-61
23
$2.59M 1.22%
7,708
-195
24
$2.55M 1.21%
19,175
+813
25
$2.47M 1.17%
31,440
+79
1
2 3 4 5