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
$316M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.15M
3
+$600K
4
SOLV icon
Solventum
SOLV
+$381K
5
WBA
Walgreens Boots Alliance
WBA
+$310K

Top Sells

1
+$2.28M
2
+$1.14M
3
+$1.04M
4
GE icon
GE Aerospace
GE
+$768K
5
HUM icon
Humana
HUM
+$711K

Sector Composition

1 Technology 28.95%
2 Healthcare 12.92%
3 Financials 12.9%
4 Energy 11.63%
5 Consumer Discretionary 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.6M 11.27%
168,849
+1,071
2
$32M 10.15%
71,661
-664
3
$17.8M 5.64%
113,666
-262
4
$16.8M 5.33%
41,376
+100
5
$15.9M 5.04%
87,286
-1,439
6
$15M 4.74%
77,451
+85
7
$13M 4.13%
64,502
-349
8
$11.8M 3.74%
102,548
-1,238
9
$9.15M 2.9%
55,453
-1,873
10
$9.1M 2.88%
10,704
-5
11
$8.66M 2.74%
59,242
+4,103
12
$8.18M 2.59%
26,185
-83
13
$7.82M 2.48%
63,180
-343
14
$7.58M 2.4%
159,521
-1,994
15
$4.88M 1.55%
157,553
+3,510
16
$3.98M 1.26%
142,222
-11,342
17
$3.9M 1.24%
11,332
-61
18
$3.88M 1.23%
73,176
-400
19
$3.7M 1.17%
45,963
+452
20
$3.52M 1.12%
37,790
-635
21
$3.12M 0.99%
9,352
+5
22
$3.02M 0.96%
29,539
-6,208
23
$2.81M 0.89%
16,354
+275
24
$2.77M 0.88%
39,066
-196
25
$2.59M 0.82%
20,965
-8,435
1
2 3 4 5