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
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$989K
3
+$685K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$436K
5
MCD icon
McDonald's
MCD
+$402K

Top Sells

1
+$859K
2
+$674K
3
+$511K
4
BDX icon
Becton Dickinson
BDX
+$422K
5
BA icon
Boeing
BA
+$412K

Sector Composition

1 Technology 29.64%
2 Healthcare 19.42%
3 Financials 11.23%
4 Communication Services 8.95%
5 Consumer Discretionary 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.6M 11.6%
280,356
-9,424
2
$17.4M 7.9%
85,611
-2,513
3
$12.3M 5.58%
89,180
-2,780
4
$8.47M 3.84%
47,463
+2,445
5
$7.85M 3.56%
110,760
-4,420
6
$7.14M 3.24%
152,993
+1,137
7
$6.9M 3.13%
77,344
-625
8
$6.52M 2.96%
88,412
+4,559
9
$6.47M 2.94%
208,607
+62,427
10
$6.17M 2.8%
43,898
+1,102
11
$5.69M 2.58%
60,479
-496
12
$5.57M 2.53%
244,017
+29,991
13
$5.49M 2.49%
91,828
+1,971
14
$5.46M 2.48%
23,150
-50
15
$4.85M 2.2%
108,386
-100
16
$3.94M 1.79%
60,656
+4,527
17
$3.67M 1.66%
60,754
18
$3.54M 1.6%
29,581
19
$3.15M 1.43%
8,644
-4
20
$2.76M 1.25%
9,099
-236
21
$2.64M 1.2%
8,963
+18
22
$2.53M 1.15%
45,924
+925
23
$2.21M 1%
28,702
+40
24
$1.98M 0.9%
47,053
-1,500
25
$1.74M 0.79%
19,040
+75
1
2 3 4 5