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
$343M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.78M
3
+$1.69M
4
INTC icon
Intel
INTC
+$809K
5
PYPL icon
PayPal
PYPL
+$656K

Top Sells

1
+$2.04M
2
+$1.88M
3
+$1.31M
4
MRK icon
Merck
MRK
+$849K
5
ILMN icon
Illumina
ILMN
+$838K

Sector Composition

1 Technology 27.77%
2 Healthcare 16.96%
3 Consumer Discretionary 11.47%
4 Financials 10.77%
5 Consumer Staples 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.9M 11.93%
230,220
-11,496
2
$24.9M 7.26%
73,895
-1,545
3
$15.9M 4.65%
135,663
-2,111
4
$13.7M 4.01%
82,300
-1,880
5
$13.2M 3.86%
91,320
-4,620
6
$12.3M 3.6%
41,264
-1,165
7
$11.7M 3.4%
197,450
-9,935
8
$11.3M 3.29%
68,829
-1,567
9
$10.4M 3.02%
163,358
-6,486
10
$9.06M 2.65%
179,400
-10,150
11
$8.87M 2.59%
56,017
-628
12
$7.45M 2.17%
43,539
+2,041
13
$7.34M 2.14%
32,610
-1,017
14
$6.88M 2.01%
133,559
+15,710
15
$6.65M 1.94%
86,801
-11,077
16
$6.64M 1.94%
11,693
-64
17
$6.1M 1.78%
59,150
-12,692
18
$5.44M 1.59%
88,870
-365
19
$5.43M 1.59%
13,095
-41
20
$4.77M 1.39%
65,739
-1,223
21
$4.49M 1.31%
79,227
+2,774
22
$4.38M 1.28%
70,580
+8,975
23
$4.23M 1.23%
227,642
-101,022
24
$3.5M 1.02%
43,324
-6
25
$3.43M 1%
6,823
-1,075
1
2 3 4 5