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 | |
|---|---|---|---|---|---|---|
51
Marathon Petroleum
MPC
$72.6B
| $1.54M | 0.39% |
6,300
|
|
||
52
McDonald's
MCD
$195B
| $1.46M | 0.37% |
4,710
+220
|
|
||
53
Honeywell
HON
$138B
| $1.45M | 0.37% |
6,414
|
|
||
54
DuPont de Nemours
DD
$20.7B
| $1.44M | 0.37% |
31,491
-1,280
|
|
||
55
Cencora
COR
$50.8B
| $1.42M | 0.36% |
4,524
-330
|
|
||
56
Sysco
SYY
$34.9B
| $1.41M | 0.36% |
19,834
+1,690
|
|
||
57
Invesco
IVZ
$12.3B
| $1.38M | 0.35% |
56,960
-1,900
|
|
||
58
Arista Networks
ANET
$186B
| $1.33M | 0.34% |
10,815
+526
|
|
||
59
Linde
LIN
$237B
| $1.32M | 0.34% |
2,662
+267
|
|
||
60
Best Buy
BBY
$11.9B
| $1.31M | 0.33% |
20,130
+1,565
|
|
||
61
Synchrony
SYF
$24B
| $1.31M | 0.33% |
19,204
-55
|
|
||
62
Mastercard
MA
$433B
| $1.28M | 0.33% |
2,559
+55
|
|
||
63
Tesla
TSLA
$1.66T
| $1.24M | 0.32% |
3,348
|
|
||
64
Southwest Airlines
LUV
$19.2B
| $1.24M | 0.32% |
+32,835
|
|
||
65
Lowe's Companies
LOW
$125B
| $1.24M | 0.32% |
5,231
+438
|
|
||
66
Union Pacific
UNP
$160B
| $1.17M | 0.3% |
4,819
+719
|
|
||
67
WEC Energy
WEC
$36.4B
| $1.15M | 0.29% |
9,899
+998
|
|
||
68
Waste Management
WM
$87.9B
| $1.13M | 0.29% |
4,903
+667
|
|
||
69
Parker-Hannifin
PH
$111B
| $1.12M | 0.29% |
1,251
+134
|
|
||
70
GE Aerospace
GE
$304B
| $1.06M | 0.27% |
3,731
-220
|
|
||
71
Mueller Industries
MLI
$15.4B
| $1.06M | 0.27% |
9,555
+2,239
|
|
||
72
CME Group
CME
$108B
| $1.04M | 0.27% |
3,519
+357
|
|
||
73
Philip Morris
PM
$299B
| $1.02M | 0.26% |
6,111
+712
|
|
||
74
Goldman Sachs
GS
$286B
| $937K | 0.24% |
1,107
|
|
||
75
T-Mobile US
TMUS
$204B
| $936K | 0.24% |
4,454
+415
|
|