BWM
Buckley Wealth Management Portfolio holdings
AUM
$365M
1-Year Est. Return
18.98%
1 Year Est. Return
+18.98%
AUM
$365M
AUM Growth
+$31.1M
(+9.3%)
Holding
109
Top Buys
| 1 | +$2.88M | |
| 2 | +$1.56M | |
| 3 | +$1.32M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.23M |
| 5 |
Black Hills Corp
BKH
|
+$1.04M |
Top Sells
| 1 | +$1.33M | |
| 2 | +$902K | |
| 3 | +$791K | |
| 4 |
Microsoft
MSFT
|
+$566K |
| 5 |
Broadcom
AVGO
|
+$549K |
Sector Composition
| 1 | Technology | 27.19% |
| 2 | Financials | 15.63% |
| 3 | Healthcare | 10.67% |
| 4 | Energy | 10.34% |
| 5 | Consumer Discretionary | 8.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Pfizer
PFE
$142B
| $2.6M | 0.71% |
102,026
+6,050
|
|
||
27
Bank of America
BAC
$398B
| $2.41M | 0.66% |
46,779
-486
|
|
||
28
Citigroup
C
$199B
| $2.14M | 0.59% |
21,084
-793
|
|
||
29
Lockheed Martin
LMT
$110B
| $2.01M | 0.55% |
4,020
+220
|
|
||
30
Alphabet (Google) Class C
GOOG
$3.6T
| $1.8M | 0.49% |
7,404
+9
|
|
||
31
Oracle
ORCL
$513B
| $1.75M | 0.48% |
6,216
-81
|
|
||
32
Dow Inc
DOW
$16.4B
| $1.75M | 0.48% |
76,206
-19,195
|
|
||
33
Arista Networks
ANET
$154B
| $1.68M | 0.46% |
11,515
+405
|
|
||
34
Valero Energy
VLO
$49.7B
| $1.6M | 0.44% |
9,374
-111
|
|
||
35
Ryder
R
$7.61B
| $1.6M | 0.44% |
8,459
-331
|
|
||
|
36
Black Hills Corp
BKH
$5.33B
| $1.58M | 0.43% |
25,631
+16,810
|
|
||
37
Visa
V
$664B
| $1.57M | 0.43% |
4,585
-99
|
|
||
38
Kenvue
KVUE
$33.1B
| $1.56M | 0.43% |
+96,000
|
|
||
39
Boeing
BA
$162B
| $1.56M | 0.43% |
7,210
+6,130
|
|
||
40
Cencora
COR
$66.5B
| $1.54M | 0.42% |
4,929
-451
|
|
||
41
Kroger
KR
$40.4B
| $1.53M | 0.42% |
22,721
-986
|
|
||
42
Williams Companies
WMB
$71.9B
| $1.52M | 0.42% |
23,975
-165
|
|
||
43
Trane Technologies
TT
$84.8B
| $1.5M | 0.41% |
3,549
+63
|
|
||
44
Tesla
TSLA
$1.55T
| $1.48M | 0.41% |
3,329
|
|
||
45
Sysco
SYY
$36.3B
| $1.45M | 0.4% |
17,653
+374
|
|
||
46
Eaton
ETN
$123B
| $1.42M | 0.39% |
3,784
-66
|
|
||
47
Mastercard
MA
$508B
| $1.41M | 0.39% |
2,484
-46
|
|
||
48
Best Buy
BBY
$15B
| $1.4M | 0.38% |
18,545
+4,365
|
|
||
49
Morgan Stanley
MS
$278B
| $1.38M | 0.38% |
8,703
-235
|
|
||
50
Synchrony
SYF
$30B
| $1.36M | 0.37% |
19,209
-86
|
|