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
$223M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$1.56M
3
+$1.03M
4
T icon
AT&T
T
+$885K
5
CSCO icon
Cisco
CSCO
+$672K

Top Sells

1
+$3.67M
2
+$1.51M
3
+$1.5M
4
STC icon
Stewart Information Services
STC
+$1.05M
5
PYPL icon
PayPal
PYPL
+$519K

Sector Composition

1 Technology 31.01%
2 Healthcare 20.14%
3 Financials 10.45%
4 Consumer Discretionary 9.27%
5 Communication Services 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 13.89%
267,281
-13,075
2
$16.5M 7.41%
78,474
-7,137
3
$13.6M 6.1%
86,340
-2,840
4
$9.83M 4.41%
46,180
-1,283
5
$8.77M 3.94%
121,799
+44,455
6
$7.8M 3.5%
106,460
-4,300
7
$7.22M 3.24%
207,236
-1,371
8
$6.96M 3.12%
87,925
-487
9
$6.7M 3.01%
170,041
+17,048
10
$6.17M 2.77%
41,440
-2,458
11
$6.14M 2.76%
285,137
+41,120
12
$5.87M 2.64%
23,100
-50
13
$5.79M 2.6%
111,801
+19,973
14
$5.7M 2.56%
59,184
-1,295
15
$4.04M 1.81%
69,090
+8,434
16
$4.03M 1.81%
28,961
-620
17
$3.94M 1.77%
114,927
+6,541
18
$3.37M 1.51%
53,392
+24,690
19
$3.23M 1.45%
9,099
20
$3.11M 1.39%
8,105
-539
21
$2.61M 1.17%
43,893
-2,031
22
$2.54M 1.14%
8,162
-801
23
$1.76M 0.79%
14,920
-4,120
24
$1.74M 0.78%
12,191
-1,348
25
$1.69M 0.76%
35,997
-547
1
2 3 4 5