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
$294M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$506K
3
+$489K
4
V icon
Visa
V
+$468K
5
AXP icon
American Express
AXP
+$468K

Top Sells

1
+$6.12M
2
+$1.08M
3
+$899K
4
PNC icon
PNC Financial Services
PNC
+$494K
5
MRK icon
Merck
MRK
+$481K

Sector Composition

1 Technology 29.78%
2 Healthcare 14.59%
3 Financials 12.76%
4 Energy 10.78%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.9M 11.88%
180,013
-5,551
2
$26.5M 9%
77,740
+1,352
3
$17.8M 6.05%
113,070
-510
4
$14.6M 4.96%
42,780
+79
5
$11.2M 3.8%
93,393
+2,486
6
$10.4M 3.54%
79,732
-100
7
$10.1M 3.44%
69,517
-251
8
$8.91M 3.03%
58,721
-1,723
9
$8.9M 3.03%
83,005
+868
10
$8.84M 3.01%
170,864
-3,554
11
$8.04M 2.74%
48,601
+612
12
$7.36M 2.5%
63,823
-4,166
13
$6.11M 2.08%
166,495
+3,770
14
$5.95M 2.02%
11,051
+1,118
15
$5.94M 2.02%
26,765
-115
16
$4.96M 1.69%
148,184
-4,057
17
$3.76M 1.28%
12,092
-45
18
$3.71M 1.26%
69,705
+2,000
19
$3.47M 1.18%
81,325
-2,950
20
$3.25M 1.1%
45,443
+1,514
21
$2.89M 0.98%
180,980
-7,000
22
$2.76M 0.94%
5,745
+75
23
$2.52M 0.86%
11,143
+1,193
24
$2.31M 0.79%
6,061
+430
25
$2.31M 0.78%
9,372
-100
1
2 3 4 5