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
$311M
AUM Growth
-$58.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.18M
3
+$1.11M
4
INTC icon
Intel
INTC
+$1.08M
5
WMB icon
Williams Companies
WMB
+$1.01M

Top Sells

1
+$4.25M
2
+$1.67M
3
+$1.39M
4
CRM icon
Salesforce
CRM
+$951K
5
NKE icon
Nike
NKE
+$854K

Sector Composition

1 Technology 27.28%
2 Healthcare 16.94%
3 Financials 11.23%
4 Consumer Discretionary 9.41%
5 Energy 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.5M 10.45%
237,475
+2,993
2
$21.3M 6.85%
82,914
+4,327
3
$17.7M 5.69%
122,033
-11,523
4
$11.8M 3.8%
43,217
+1,554
5
$10.5M 3.37%
96,240
+1,580
6
$9.78M 3.15%
67,998
+19
7
$9.2M 2.96%
86,575
+115
8
$9.13M 2.94%
174,162
-3,136
9
$8.57M 2.76%
76,074
+18,394
10
$8.15M 2.62%
206,100
-20,186
11
$8.07M 2.6%
189,271
+12,154
12
$7.76M 2.5%
43,728
+40
13
$7.41M 2.38%
81,264
-885
14
$7.26M 2.34%
29,835
-1,605
15
$7.21M 2.32%
84,134
-2,100
16
$6.69M 2.15%
178,713
+28,892
17
$6.16M 1.98%
88,176
+16,877
18
$5.43M 1.75%
11,339
-109
19
$4.36M 1.4%
73,050
+2,570
20
$4.34M 1.4%
84,052
+1,777
21
$4.15M 1.34%
67,187
-5,605
22
$3.73M 1.2%
34,513
+6,423
23
$3.71M 1.19%
13,512
+94
24
$3.52M 1.13%
22,995
+4,021
25
$3.32M 1.07%
158,370
-66,480
1
2 3 4 5