BWM

Buckley Wealth Management Portfolio holdings

AUM $365M
1-Year Est. Return 18.98%
This Quarter Est. Return
1 Year Est. Return
+18.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.09M
3
+$1.02M
4
PYPL icon
PayPal
PYPL
+$968K
5
ANET icon
Arista Networks
ANET
+$861K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.12M
4
MPC icon
Marathon Petroleum
MPC
+$1.02M
5
CSCO icon
Cisco
CSCO
+$840K

Sector Composition

1 Technology 25.12%
2 Financials 16.14%
3 Healthcare 12.64%
4 Energy 12.23%
5 Consumer Discretionary 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.3M 10.98%
158,969
-463
2
$26.9M 8.36%
71,576
+1,102
3
$20.8M 6.48%
39,138
-725
4
$19.5M 6.08%
116,825
-1,085
5
$15M 4.66%
61,021
-2,166
6
$14.7M 4.58%
77,368
+620
7
$13.3M 4.14%
86,012
+939
8
$13.1M 4.07%
109,974
-182
9
$10.3M 3.19%
32,918
-550
10
$9.94M 3.09%
59,950
-1,291
11
$9.52M 2.96%
10,065
-46
12
$9.15M 2.85%
53,684
-400
13
$8.25M 2.57%
133,619
-13,618
14
$5.35M 1.67%
59,650
-500
15
$4.22M 1.31%
28,727
-600
16
$4.09M 1.27%
117,071
+12,510
17
$4.08M 1.27%
35,090
-500
18
$3.83M 1.19%
10,443
-60
19
$3.82M 1.19%
53,915
+15,327
20
$3.49M 1.09%
111,833
+3,040
21
$3.44M 1.07%
16,415
+33
22
$3.05M 0.95%
28,118
+10,418
23
$3.03M 0.94%
9,190
24
$2.86M 0.89%
101,000
-17,400
25
$2.7M 0.84%
106,609
+1,534
1
2 3 4 5