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
$275M
AUM Growth
+$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$745K
2
+$599K
3
+$309K
4
AXON icon
Axon Enterprise
AXON
+$249K
5
RNR icon
RenaissanceRe
RNR
+$225K

Top Sells

1
+$7.19M
2
+$3.46M
3
+$1.4M
4
T icon
AT&T
T
+$1.33M
5
INTC icon
Intel
INTC
+$1.3M

Sector Composition

1 Technology 26.92%
2 Healthcare 17.17%
3 Energy 12.65%
4 Financials 12.2%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.9M 9.8%
207,300
-5,196
2
$20.5M 7.48%
114,489
-820
3
$18.8M 6.83%
78,271
-459
4
$13.4M 4.87%
43,315
+65
5
$9.73M 3.54%
72,569
-2,976
6
$9.64M 3.51%
63,614
-1,725
7
$9.17M 3.34%
83,147
-4,067
8
$8.63M 3.14%
181,185
-6,281
9
$8.6M 3.13%
167,917
-2,000
10
$8.58M 3.12%
48,564
-582
11
$8.5M 3.09%
76,574
-1,300
12
$8.36M 3.04%
94,731
+394
13
$7.42M 2.7%
28,270
-375
14
$7.28M 2.65%
89,058
-1,434
15
$7.06M 2.57%
84,042
-1,382
16
$4.62M 1.68%
10,131
-50
17
$4.44M 1.62%
168,073
-49,084
18
$4.31M 1.57%
233,980
-72,125
19
$4.17M 1.52%
88,345
-29,600
20
$3.92M 1.43%
12,396
-66
21
$3.57M 1.3%
70,765
-13,594
22
$3.34M 1.22%
20,678
-1,176
23
$3.06M 1.11%
5,777
+17
24
$3.06M 1.11%
44,569
-5,795
25
$2.54M 0.92%
25,342
-8,483
1
2 3 4 5