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
$309M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.48M
3
+$1.92M
4
DOW icon
Dow Inc
DOW
+$1.61M
5
DD icon
DuPont de Nemours
DD
+$1.55M

Top Sells

1
+$716K
2
+$327K
3
+$285K
4
LMT icon
Lockheed Martin
LMT
+$275K
5
FVRR icon
Fiverr
FVRR
+$255K

Sector Composition

1 Technology 26.27%
2 Healthcare 17.86%
3 Consumer Discretionary 11.86%
4 Financials 11.16%
5 Communication Services 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.2M 11.06%
241,716
-2,312
2
$21.3M 6.88%
75,440
+557
3
$14M 4.52%
137,774
+13,770
4
$13.8M 4.47%
84,180
+1,680
5
$12.8M 4.15%
95,940
-1,700
6
$11.6M 3.75%
42,429
-215
7
$9.84M 3.18%
70,396
-265
8
$9.3M 3.01%
189,550
9
$9.27M 3%
56,645
-49
10
$9.24M 2.99%
169,844
+4,143
11
$8.92M 2.88%
207,385
-1,459
12
$7.35M 2.38%
97,878
+2,742
13
$7.15M 2.31%
33,627
+11,680
14
$6.71M 2.17%
328,664
+94,197
15
$6.7M 2.17%
41,498
-1,262
16
$6.28M 2.03%
117,849
+8,564
17
$6.1M 1.97%
71,842
-1,009
18
$5.28M 1.71%
11,757
-40
19
$5.25M 1.7%
89,235
+9,700
20
$4.68M 1.51%
66,962
-638
21
$4.4M 1.42%
76,453
+27,921
22
$4.31M 1.39%
13,136
-50
23
$3.35M 1.08%
61,605
+54,975
24
$3.09M 1%
7,898
+107
25
$2.95M 0.95%
43,330
+22,730
1
2 3 4 5