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
$291M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$790K
3
+$784K
4
AVGO icon
Broadcom
AVGO
+$302K
5
OGN icon
Organon & Co
OGN
+$281K

Top Sells

1
+$1.54M
2
+$906K
3
+$737K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$588K
5
AAPL icon
Apple
AAPL
+$398K

Sector Composition

1 Technology 27.07%
2 Healthcare 18.16%
3 Consumer Discretionary 12.32%
4 Financials 11.37%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.4M 11.47%
244,028
-2,904
2
$20.3M 6.96%
74,883
-5,670
3
$14.2M 4.87%
82,500
-840
4
$13M 4.46%
124,004
+2,675
5
$11.9M 4.09%
97,640
-4,820
6
$11.9M 4.07%
42,644
-235
7
$9.53M 3.27%
70,661
-590
8
$8.82M 3.03%
56,694
-83
9
$8.78M 3.01%
165,701
-2,345
10
$8.49M 2.91%
189,550
+177,800
11
$8.18M 2.81%
208,844
-1,025
12
$7.4M 2.54%
95,136
-3,960
13
$7.04M 2.42%
42,760
+24
14
$6.13M 2.1%
109,285
-1,029
15
$6.08M 2.09%
72,851
-1,612
16
$5.35M 1.84%
21,947
-25
17
$5.1M 1.75%
234,467
-5,813
18
$5.02M 1.72%
79,535
-428
19
$4.67M 1.6%
11,797
-68
20
$4.66M 1.6%
67,600
-445
21
$4.21M 1.44%
13,186
-75
22
$3.12M 1.07%
7,791
-18
23
$3.07M 1.05%
48,532
24
$3.03M 1.04%
8,005
+39
25
$2.19M 0.75%
39,128
-406
1
2 3 4 5