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
$267M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$852K
3
+$634K
4
XOM icon
Exxon Mobil
XOM
+$227K
5
WBA
Walgreens Boots Alliance
WBA
+$165K

Top Sells

1
+$1.86M
2
+$1.07M
3
+$1.02M
4
UNH icon
UnitedHealth
UNH
+$1M
5
AMT icon
American Tower
AMT
+$675K

Sector Composition

1 Technology 27.73%
2 Healthcare 14.63%
3 Financials 12.74%
4 Energy 12.71%
5 Consumer Staples 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29M 10.84%
169,170
-10,843
2
$23.5M 8.8%
74,519
-3,221
3
$18.4M 6.9%
109,357
-3,713
4
$14.7M 5.48%
41,842
-938
5
$11.8M 4.4%
89,915
-3,478
6
$10.1M 3.77%
79,206
-526
7
$9.99M 3.74%
84,935
+1,930
8
$9.78M 3.66%
67,422
-2,095
9
$8.59M 3.21%
159,740
-11,124
10
$8.5M 3.18%
58,271
-450
11
$7.63M 2.86%
49,002
+401
12
$7.19M 2.69%
26,765
13
$6.58M 2.46%
63,923
+100
14
$6.38M 2.39%
11,288
+237
15
$5.52M 2.07%
166,395
-100
16
$4.75M 1.78%
133,725
-14,459
17
$3.58M 1.34%
11,857
-235
18
$3.56M 1.33%
69,105
-600
19
$3.29M 1.23%
44,120
-1,323
20
$2.56M 0.96%
9,372
21
$2.56M 0.96%
69,225
-12,100
22
$2.53M 0.94%
16,685
+160
23
$2.43M 0.91%
16,302
+193
24
$2.43M 0.91%
161,700
-19,280
25
$2.05M 0.77%
9,853
-1,290
1
2 3 4 5