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
$327M
AUM Growth
+$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.21M
3
+$754K
4
LRCX icon
Lam Research
LRCX
+$693K
5
XOM icon
Exxon Mobil
XOM
+$557K

Top Sells

1
+$1.09M
2
+$792K
3
+$685K
4
PFE icon
Pfizer
PFE
+$521K
5
BMY icon
Bristol-Myers Squibb
BMY
+$498K

Sector Composition

1 Technology 27.83%
2 Financials 14.36%
3 Healthcare 11.33%
4 Energy 11.12%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.9M 12.22%
159,432
-4,337
2
$29.7M 9.09%
70,474
-457
3
$18.1M 5.53%
39,863
-702
4
$17.1M 5.23%
117,910
+1,234
5
$16.8M 5.15%
76,748
-1,145
6
$16.1M 4.93%
85,073
-1,553
7
$15.1M 4.64%
63,187
-647
8
$11.8M 3.63%
110,156
+5,180
9
$9.26M 2.84%
10,111
-191
10
$9.07M 2.78%
54,084
-370
11
$8.86M 2.71%
61,241
+2,972
12
$8.72M 2.67%
33,468
+8,333
13
$8.72M 2.67%
147,237
-3,805
14
$5.98M 1.83%
60,150
-1,530
15
$4.2M 1.28%
104,561
+30,045
16
$4.09M 1.25%
10,503
-115
17
$3.89M 1.19%
35,590
18
$3.79M 1.16%
29,327
-62
19
$3.47M 1.06%
45,520
-470
20
$3.33M 1.02%
9,190
-157
21
$2.95M 0.9%
12,738
-10
22
$2.91M 0.89%
16,382
-120
23
$2.79M 0.85%
105,075
-19,651
24
$2.77M 0.85%
38,588
+112
25
$2.7M 0.83%
118,400
-2,000
1
2 3 4 5