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
1
$17.3M 8.49%
309,720
-32,176
2
$12.6M 6.16%
90,469
-8,173
3
$9.3M 4.55%
44,696
+1,456
4
$8.05M 3.94%
92,760
+400
5
$7.89M 3.86%
66,543
-1,152
6
$7.28M 3.56%
61,833
-1,862
7
$7.24M 3.54%
118,520
-7,020
8
$6.61M 3.24%
93,633
+14,712
9
$6.48M 3.17%
80,619
-2,547
10
$6.16M 3.02%
124,730
-5,091
11
$6.03M 2.95%
210,802
-12,555
12
$5.29M 2.59%
155,062
+1,716
13
$5.25M 2.57%
40,600
-3,051
14
$4.84M 2.37%
25,005
-220
15
$4.81M 2.35%
93,348
+1,959
16
$3.73M 1.83%
30,011
-1,020
17
$3.69M 1.81%
58,593
-1,297
18
$3.66M 1.79%
9,391
-154
19
$2.88M 1.41%
50,614
-490
20
$2.86M 1.4%
9,937
-1,603
21
$2.71M 1.33%
44,888
-2,161
22
$2.32M 1.14%
6,095
-1,045
23
$2.19M 1.07%
10,079
+229
24
$2.16M 1.06%
34,106
+211
25
$1.71M 0.84%
13,256
-536
1
2 3 4 5