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
$271M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.89M
3
+$991K
4
MPC icon
Marathon Petroleum
MPC
+$984K
5
HUM icon
Humana
HUM
+$957K

Top Sells

1
+$3.45M
2
+$1.62M
3
+$974K
4
CVX icon
Chevron
CVX
+$966K
5
PM icon
Philip Morris
PM
+$814K

Sector Composition

1 Technology 27.23%
2 Healthcare 16.9%
3 Financials 10.97%
4 Energy 10.61%
5 Consumer Discretionary 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.4M 10.82%
212,496
-24,979
2
$18.3M 6.76%
78,730
-4,184
3
$16.6M 6.11%
115,309
-6,724
4
$11.5M 4.26%
43,250
+33
5
$9.65M 3.56%
85,424
-1,151
6
$9.02M 3.33%
94,337
-1,903
7
$8.25M 3.04%
65,339
-2,659
8
$8.03M 2.96%
49,146
+5,418
9
$7.89M 2.91%
75,545
-529
10
$7.62M 2.81%
87,214
+3,080
11
$7.5M 2.76%
187,466
-1,805
12
$7.44M 2.74%
169,917
-4,245
13
$7.19M 2.65%
206,100
14
$6.71M 2.47%
77,874
-3,390
15
$6.46M 2.38%
28,645
-1,190
16
$5.6M 2.06%
217,157
+38,444
17
$5.53M 2.04%
90,492
+2,316
18
$4.96M 1.83%
117,945
+44,895
19
$4.81M 1.77%
10,181
-1,158
20
$4.7M 1.73%
306,105
+147,735
21
$3.71M 1.37%
84,359
+307
22
$3.46M 1.27%
56,067
-11,120
23
$3.44M 1.27%
12,462
-1,050
24
$3.13M 1.15%
33,825
-688
25
$2.93M 1.08%
21,854
-1,141
1
2 3 4 5