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
$229M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$766K
2
+$628K
3
+$548K
4
CVX icon
Chevron
CVX
+$525K
5
CAT icon
Caterpillar
CAT
+$443K

Top Sells

1
+$739K
2
+$681K
3
+$670K
4
STX icon
Seagate
STX
+$572K
5
CSX icon
CSX Corp
CSX
+$512K

Sector Composition

1 Technology 21.74%
2 Healthcare 15.71%
3 Financials 14.29%
4 Energy 10.74%
5 Industrials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 7.7%
312,604
-4,248
2
$11.8M 5.16%
103,227
-370
3
$9.1M 3.98%
42,509
+430
4
$9.08M 3.96%
90,620
-3,240
5
$7.58M 3.31%
125,640
-800
6
$7.46M 3.26%
61,051
+4,295
7
$6.84M 2.99%
163,679
+588
8
$6.73M 2.94%
79,125
+5,150
9
$6.68M 2.92%
137,241
+2,852
10
$6.27M 2.74%
55,535
-236
11
$6.16M 2.69%
44,613
-10
12
$5.82M 2.54%
85,990
-147
13
$5.7M 2.49%
224,834
+12,532
14
$4.04M 1.76%
52,182
-213
15
$3.88M 1.7%
82,068
+11,594
16
$3.45M 1.51%
41,440
-200
17
$3.4M 1.49%
20,901
-462
18
$3.21M 1.4%
59,229
+231
19
$3.1M 1.35%
58,099
+415
20
$3M 1.31%
28,219
+148
21
$2.99M 1.31%
8,651
-1,968
22
$2.86M 1.25%
7,698
-10
23
$2.82M 1.23%
10,602
-361
24
$2.75M 1.2%
11,699
-121
25
$2.72M 1.19%
30,917
-523
1
2 3 4 5