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
$312M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$1.27M
3
+$1.2M
4
INTC icon
Intel
INTC
+$933K
5
MMM icon
3M
MMM
+$851K

Top Sells

1
+$1.09M
2
+$699K
3
+$604K
4
HON icon
Honeywell
HON
+$444K
5
COST icon
Costco
COST
+$385K

Sector Composition

1 Technology 27.54%
2 Healthcare 13.61%
3 Financials 13.1%
4 Energy 11.75%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.4M 9.76%
72,325
-1,661
2
$28.8M 9.23%
167,778
-858
3
$18M 5.76%
113,928
-114
4
$17.4M 5.57%
41,276
-416
5
$14M 4.47%
77,366
-1,420
6
$13.4M 4.29%
88,725
-1,048
7
$13M 4.17%
64,851
-1,801
8
$12.1M 3.87%
103,786
+10,354
9
$9.3M 2.98%
57,326
-1,465
10
$8.72M 2.8%
55,139
+1,453
11
$8.38M 2.69%
63,523
-400
12
$8.06M 2.58%
161,515
-3,115
13
$7.85M 2.52%
10,709
-526
14
$7.47M 2.39%
26,268
-222
15
$6.8M 2.18%
154,043
+21,118
16
$4.37M 1.4%
11,393
-374
17
$4.26M 1.37%
73,576
-2,650
18
$4.26M 1.37%
153,564
-660
19
$3.57M 1.14%
38,425
+28,125
20
$3.49M 1.12%
45,511
+1,481
21
$3.43M 1.1%
9,347
-25
22
$3.17M 1.02%
35,747
+9,592
23
$3.03M 0.97%
15,060
-1,145
24
$2.93M 0.94%
16,079
-178
25
$2.66M 0.85%
29,400
-960
1
2 3 4 5