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
$272M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$666K
3
+$396K
4
BWA icon
BorgWarner
BWA
+$232K
5
BSX icon
Boston Scientific
BSX
+$88.2K

Top Sells

1
+$3.58M
2
+$3.1M
3
+$913K
4
T icon
AT&T
T
+$886K
5
IP icon
International Paper
IP
+$789K

Sector Composition

1 Technology 29.82%
2 Healthcare 15.26%
3 Energy 12%
4 Financials 11.79%
5 Consumer Staples 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.6M 11.27%
185,564
-21,736
2
$22M 8.11%
76,388
-1,883
3
$18.5M 6.82%
113,580
-909
4
$13.2M 4.86%
42,701
-614
5
$9.43M 3.47%
90,907
-3,824
6
$9.12M 3.36%
174,418
-6,767
7
$9.09M 3.35%
69,768
-2,801
8
$9.01M 3.32%
82,137
-1,010
9
$8.99M 3.31%
60,444
-3,170
10
$8.25M 3.04%
79,832
-4,210
11
$7.44M 2.74%
47,989
-575
12
$7.23M 2.66%
67,989
-8,585
13
$6.64M 2.44%
162,725
-5,192
14
$6.5M 2.39%
26,880
-1,390
15
$5.17M 1.91%
55,676
-33,382
16
$4.97M 1.83%
152,241
-15,832
17
$4.94M 1.82%
9,933
-198
18
$4.13M 1.52%
84,275
-4,070
19
$3.71M 1.37%
67,705
-3,060
20
$3.62M 1.33%
187,980
-46,000
21
$3.58M 1.32%
12,137
-259
22
$3.15M 1.16%
43,929
-640
23
$3.11M 1.15%
19,523
-1,155
24
$2.68M 0.99%
5,670
-107
25
$2.37M 0.87%
17,580
-1,310
1
2 3 4 5