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
$369M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$2.72M
3
+$1.45M
4
VLO icon
Valero Energy
VLO
+$1.26M
5
AMD icon
Advanced Micro Devices
AMD
+$1.03M

Top Sells

1
+$1.73M
2
+$1.31M
3
+$1.26M
4
KR icon
Kroger
KR
+$1.18M
5
PFE icon
Pfizer
PFE
+$1.04M

Sector Composition

1 Technology 27.62%
2 Healthcare 15.6%
3 Consumer Discretionary 11.75%
4 Financials 11.11%
5 Energy 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.9M 11.08%
234,482
+4,262
2
$24.2M 6.56%
78,587
+4,692
3
$21.7M 5.89%
133,556
-2,107
4
$14.7M 3.98%
41,663
+399
5
$14.1M 3.81%
86,460
+4,160
6
$13.2M 3.56%
94,660
+3,340
7
$13.1M 3.56%
226,286
+46,886
8
$10.4M 2.81%
67,979
-850
9
$9.88M 2.67%
177,117
+13,759
10
$9.18M 2.48%
177,298
-20,152
11
$7.86M 2.13%
57,680
+1,663
12
$7.74M 2.1%
43,688
+149
13
$7.6M 2.06%
31,440
-1,170
14
$7.42M 2.01%
149,821
+16,262
15
$7.12M 1.93%
86,234
-2,636
16
$6.74M 1.82%
82,149
-4,652
17
$6.59M 1.78%
11,448
-245
18
$5.9M 1.6%
71,299
+67,281
19
$5.86M 1.59%
57,855
-1,295
20
$5.6M 1.52%
70,480
-100
21
$5.24M 1.42%
82,275
+3,048
22
$4.33M 1.17%
72,792
+7,053
23
$4.02M 1.09%
13,418
+323
24
$4.01M 1.09%
224,850
-2,792
25
$3.65M 0.99%
49,589
+6,265
1
2 3 4 5