BWM
Buckley Wealth Management Portfolio holdings
AUM
$334M
1-Year Est. Return
13.99%
1 Year Est. Return
+13.99%
AUM
$321M
AUM Growth
-$5.18M
(-1.6%)
Holding
105
Top Buys
| 1 | +$1.13M | |
| 2 | +$1.09M | |
| 3 | +$1.02M | |
| 4 |
PayPal
PYPL
|
+$968K |
| 5 |
Arista Networks
ANET
|
+$861K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$1.21M | |
| 3 | +$1.12M | |
| 4 |
Marathon Petroleum
MPC
|
+$1.02M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
TJX Companies
TJX
$156B
| $2.43M | 0.75% |
19,924
+113
|
|
||
27
Lowe's Companies
LOW
$134B
| $2.38M | 0.74% |
10,196
+173
|
|
||
28
Bank of America
BAC
$392B
| $1.97M | 0.61% |
47,198
-518
|
|
||
29
Broadcom
AVGO
$1.75T
| $1.93M | 0.6% |
11,517
-1,221
|
|
||
30
UnitedHealth
UNH
$309B
| $1.77M | 0.55% |
3,379
+45
|
|
||
31
Lockheed Martin
LMT
$114B
| $1.7M | 0.53% |
3,800
+150
|
|
||
32
Visa
V
$659B
| $1.65M | 0.51% |
4,702
+18
|
|
||
33
Kroger
KR
$42.2B
| $1.62M | 0.5% |
23,957
+1,557
|
|
||
34
Progressive
PGR
$121B
| $1.58M | 0.49% |
5,570
+45
|
|
||
35
Citigroup
C
$181B
| $1.56M | 0.49% |
22,017
-135
|
|
||
36
Cardinal Health
CAH
$45.3B
| $1.56M | 0.49% |
11,332
+15
|
|
||
37
Targa Resources
TRGP
$33.1B
| $1.53M | 0.48% |
7,650
-485
|
|
||
38
Cencora
COR
$65.5B
| $1.52M | 0.47% |
5,450
+65
|
|
||
39
Williams Companies
WMB
$70.7B
| $1.45M | 0.45% |
24,220
-4,065
|
|
||
40
Mastercard
MA
$496B
| $1.39M | 0.43% |
2,545
+25
|
|
||
41
Oneok
OKE
$42.2B
| $1.39M | 0.43% |
14,020
-80
|
|
||
42
Trane Technologies
TT
$99.5B
| $1.39M | 0.43% |
4,122
+83
|
|
||
43
Sysco
SYY
$35.6B
| $1.37M | 0.43% |
18,289
+101
|
|
||
44
McDonald's
MCD
$213B
| $1.36M | 0.42% |
4,361
+35
|
|
||
45
Texas Instruments
TXN
$147B
| $1.28M | 0.4% |
7,124
+85
|
|
||
46
Ryder
R
$6.83B
| $1.27M | 0.39% |
8,815
-755
|
|
||
47
Valero Energy
VLO
$51.7B
| $1.26M | 0.39% |
9,515
+1,240
|
|
||
48
Linde
LIN
$196B
| $1.23M | 0.38% |
2,641
-2,663
|
|
||
49
GE Aerospace
GE
$326B
| $1.22M | 0.38% |
6,090
+445
|
|
||
50
T-Mobile US
TMUS
$235B
| $1.2M | 0.37% |
4,501
-929
|
|