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
$288M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$850K
3
+$788K
4
JNJ icon
Johnson & Johnson
JNJ
+$734K
5
MCK icon
McKesson
MCK
+$722K

Top Sells

1
+$1.55M
2
+$819K
3
+$498K
4
T icon
AT&T
T
+$403K
5
PFE icon
Pfizer
PFE
+$350K

Sector Composition

1 Technology 29.49%
2 Healthcare 14.04%
3 Financials 12.6%
4 Energy 11.03%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.5M 11.27%
168,636
-534
2
$27.8M 9.66%
73,986
-533
3
$17M 5.91%
114,042
+4,685
4
$14.9M 5.16%
41,692
-150
5
$12.5M 4.35%
89,773
-142
6
$12M 4.16%
78,786
-420
7
$11.3M 3.94%
66,652
-770
8
$9.34M 3.24%
93,432
+8,497
9
$8.62M 2.99%
58,791
+520
10
$8.41M 2.92%
53,686
+4,684
11
$8.32M 2.89%
164,630
+4,890
12
$7.63M 2.65%
26,490
-275
13
$7.42M 2.57%
11,235
-53
14
$6.97M 2.42%
63,923
15
$6.68M 2.32%
132,925
-800
16
$4.44M 1.54%
154,224
-12,171
17
$4.18M 1.45%
76,226
+7,121
18
$4.08M 1.42%
11,767
-90
19
$3.39M 1.18%
44,030
-90
20
$2.77M 0.96%
9,372
21
$2.56M 0.89%
61,965
-7,260
22
$2.52M 0.87%
16,257
-45
23
$2.4M 0.83%
16,205
-480
24
$2.39M 0.83%
26,155
+4,267
25
$2.31M 0.8%
137,700
-24,000
1
2 3 4 5