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BWM
Buckley Wealth Management Portfolio holdings
AUM
$392M
1-Year Est. Return
28.21%
This Fund
S&P 500
1 Year Est. Return
+28.21%
AUM
$392M
AUM Growth
+$14.7M
(+3.9%)
Holding
109
Top Buys
| 1 | +$2.2M | |
| 2 | +$1.48M | |
| 3 | +$965K | |
| 4 |
Amazon
AMZN
|
+$930K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$866K |
Top Sells
| 1 | +$1.13M | |
| 2 | +$975K | |
| 3 | +$446K | |
| 4 |
Chevron
CVX
|
+$382K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$355K |
Sector Composition
| 1 | Technology | 23.23% |
| 2 | Financials | 13.84% |
| 3 | Energy | 13.46% |
| 4 | Healthcare | 12.32% |
| 5 | Consumer Staples | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.53T
| $39.4M | 10.06% |
155,318
+410
|
|
||
2
Microsoft
MSFT
$2.9T
| $25.8M | 6.59% |
69,794
+1,795
|
|
||
|
3
Chevron
CVX
$337B
| $24.4M | 6.24% |
118,129
-2,096
|
|
||
|
4
Alphabet (Google) Class A
GOOGL
$4.39T
| $24.4M | 6.22% |
84,764
-1,129
|
|
||
|
5
Berkshire Hathaway Class B
BRK.B
$1.1T
| $21.1M | 5.39% |
44,105
+1,764
|
|
||
6
ExxonMobil
XOM
$568B
| $18.1M | 4.62% |
106,628
-3,054
|
|
||
7
JPMorgan Chase
JPM
$896B
| $17.7M | 4.51% |
60,095
+2,231
|
|
||
|
8
Amazon
AMZN
$2.61T
| $16.5M | 4.22% |
79,341
+4,222
|
|
||
9
Johnson & Johnson
JNJ
$633B
| $14.5M | 3.69% |
59,124
-167
|
|
||
10
Costco
COST
$422B
| $14.2M | 3.62% |
14,229
+144
|
|
||
11
Amgen
AMGN
$202B
| $11.6M | 2.97% |
33,102
-133
|
|
||
12
Cisco
CSCO
$444B
| $9.66M | 2.46% |
124,481
-2,291
|
|
||
13
Procter & Gamble
PG
$353B
| $8.7M | 2.22% |
60,253
+685
|
|
||
14
NextEra Energy
NEE
$184B
| $7.21M | 1.84% |
77,657
+1,434
|
|
||
15
Merck
MRK
$320B
| $6.61M | 1.69% |
54,553
-500
|
|
||
16
Caterpillar
CAT
$444B
| $6.34M | 1.62% |
8,945
-50
|
|
||
17
NVIDIA
NVDA
$4.72T
| $5.73M | 1.46% |
32,838
+4,088
|
|
||
18
Idacorp
IDA
$8.56B
| $5.4M | 1.38% |
37,805
|
|
||
19
3M
MMM
$83.7B
| $3.87M | 0.99% |
26,667
-430
|
|
||
20
AbbVie
ABBV
$461B
| $3.56M | 0.91% |
16,379
+231
|
|
||
21
Home Depot
HD
$357B
| $3.38M | 0.86% |
10,270
+223
|
|
||
22
Targa Resources
TRGP
$55.6B
| $3.14M | 0.8% |
12,504
+4,449
|
|
||
23
Pfizer
PFE
$139B
| $3.09M | 0.79% |
110,010
-3,051
|
|
||
24
AT&T
T
$143B
| $2.89M | 0.74% |
99,738
|
|
||
25
TJX Companies
TJX
$170B
| $2.88M | 0.74% |
18,064
-163
|
|