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
$220M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$518K
3
+$349K
4
JNJ icon
Johnson & Johnson
JNJ
+$322K
5
XOM icon
Exxon Mobil
XOM
+$281K

Top Sells

1
+$874K
2
+$612K
3
+$496K
4
GILD icon
Gilead Sciences
GILD
+$452K
5
CAT icon
Caterpillar
CAT
+$353K

Sector Composition

1 Technology 26.08%
2 Healthcare 19.1%
3 Financials 13.47%
4 Energy 10.19%
5 Communication Services 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 9.92%
297,816
-11,904
2
$14M 6.36%
88,896
-1,573
3
$10.1M 4.59%
44,696
4
$8.37M 3.8%
90,600
-2,160
5
$8.36M 3.8%
59,990
-1,843
6
$8M 3.63%
66,397
-146
7
$7.7M 3.49%
114,900
-3,620
8
$7.01M 3.18%
146,090
+21,360
9
$6.97M 3.16%
80,350
-269
10
$6.82M 3.09%
97,661
+4,028
11
$6.24M 2.83%
42,804
+2,204
12
$6.17M 2.8%
208,999
-1,803
13
$5.84M 2.65%
157,051
+1,989
14
$5.8M 2.63%
24,050
-955
15
$5.51M 2.5%
92,109
-1,239
16
$4.05M 1.84%
54,564
-4,029
17
$3.75M 1.7%
30,011
18
$3.63M 1.65%
9,328
-63
19
$3.21M 1.46%
49,311
-1,303
20
$2.92M 1.33%
9,937
21
$2.85M 1.29%
9,685
-394
22
$2.8M 1.27%
45,561
+673
23
$1.93M 0.87%
5,920
-175
24
$1.76M 0.8%
27,154
-6,952
25
$1.75M 0.79%
49,569
-295
1
2 3 4 5