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
$184M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$839K
3
+$623K
4
XOM icon
Exxon Mobil
XOM
+$411K
5
ABBV icon
AbbVie
ABBV
+$390K

Top Sells

1
+$543K
2
+$511K
3
+$455K
4
IDA icon
Idacorp
IDA
+$374K
5
DE icon
Deere & Co
DE
+$371K

Sector Composition

1 Technology 27.81%
2 Healthcare 20.28%
3 Financials 12.27%
4 Communication Services 9.31%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 10%
289,780
-8,036
2
$13.9M 7.54%
88,124
-772
3
$8.96M 4.86%
91,960
+1,360
4
$8.23M 4.47%
45,018
+322
5
$6.69M 3.63%
115,180
+280
6
$6.16M 3.34%
83,853
+3,503
7
$5.97M 3.24%
151,856
+5,766
8
$5.65M 3.07%
77,969
+11,572
9
$5.61M 3.05%
42,796
-8
10
$5.49M 2.98%
60,975
+985
11
$4.86M 2.64%
89,857
-2,252
12
$4.71M 2.56%
214,026
+5,027
13
$4.7M 2.55%
23,200
-850
14
$4.53M 2.46%
146,180
-10,871
15
$4.12M 2.23%
108,486
+10,825
16
$3.34M 1.81%
+60,754
17
$3.33M 1.81%
56,129
+1,565
18
$3.25M 1.77%
29,581
-430
19
$2.93M 1.59%
8,648
-680
20
$2.66M 1.44%
9,335
-602
21
$2.42M 1.31%
44,999
-562
22
$2.23M 1.21%
8,945
-740
23
$2.14M 1.16%
28,662
+1,508
24
$1.5M 0.81%
48,553
-758
25
$1.41M 0.77%
19,340
+2,970
1
2 3 4 5