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
$325M
AUM Growth
+$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.17M
3
+$569K
4
ORCL icon
Oracle
ORCL
+$489K
5
CVX icon
Chevron
CVX
+$443K

Top Sells

1
+$1.18M
2
+$915K
3
+$884K
4
LRCX icon
Lam Research
LRCX
+$810K
5
WBA
Walgreens Boots Alliance
WBA
+$762K

Sector Composition

1 Technology 27.62%
2 Financials 13.53%
3 Healthcare 12.38%
4 Energy 11.38%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.2M 11.75%
163,769
-5,080
2
$30.5M 9.4%
70,931
-730
3
$18.7M 5.75%
40,565
-811
4
$17.2M 5.29%
116,676
+3,010
5
$14.5M 4.47%
77,893
+442
6
$14.4M 4.43%
86,626
-660
7
$13.5M 4.15%
63,834
-668
8
$12.3M 3.79%
104,976
+2,428
9
$9.44M 2.91%
58,269
-973
10
$9.43M 2.91%
54,454
-999
11
$9.13M 2.81%
10,302
-402
12
$8.1M 2.49%
25,135
-1,050
13
$8.04M 2.48%
151,042
-8,479
14
$7M 2.16%
61,680
-1,500
15
$4.3M 1.33%
10,618
-714
16
$4.1M 1.26%
45,990
+27
17
$4.07M 1.25%
74,516
+1,340
18
$4.02M 1.24%
29,389
-150
19
$3.67M 1.13%
35,590
-2,200
20
$3.66M 1.13%
9,347
-5
21
$3.61M 1.11%
124,726
-17,496
22
$3.26M 1%
16,502
+148
23
$3.25M 1%
38,476
-590
24
$3.01M 0.93%
128,443
-29,110
25
$2.71M 0.83%
9,989
+524
1
2 3 4 5