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 | |
|---|---|---|---|---|---|---|
51
Progressive
PGR
$133B
| $1.36M | 0.37% |
5,495
-10
|
|
||
52
McDonald's
MCD
$227B
| $1.33M | 0.36% |
4,370
+29
|
|
||
53
GE Aerospace
GE
$308B
| $1.32M | 0.36% |
4,402
-1,563
|
|
||
54
Marathon Petroleum
MPC
$52.5B
| $1.31M | 0.36% |
6,800
|
|
||
55
Texas Instruments
TXN
$159B
| $1.31M | 0.36% |
7,103
-16
|
|
||
56
Cardinal Health
CAH
$47.1B
| $1.3M | 0.36% |
8,282
-2,794
|
|
||
57
Targa Resources
TRGP
$39.1B
| $1.29M | 0.35% |
7,680
+40
|
|
||
58
FedEx
FDX
$66.6B
| $1.27M | 0.35% |
5,400
+850
|
|
||
59
Lowe's Companies
LOW
$139B
| $1.21M | 0.33% |
4,802
-5,281
|
|
||
60
Lam Research
LRCX
$195B
| $1.2M | 0.33% |
8,974
-1,974
|
|
||
61
CRH
CRH
$82.4B
| $1.18M | 0.32% |
9,866
+962
|
|
||
62
Target
TGT
$44.6B
| $1.18M | 0.32% |
13,159
+4,389
|
|
||
63
Linde
LIN
$197B
| $1.14M | 0.31% |
2,402
-219
|
|
||
64
Oneok
OKE
$46B
| $1.11M | 0.3% |
15,234
+1,214
|
|
||
65
PayPal
PYPL
$56.3B
| $1.07M | 0.29% |
15,925
+1,085
|
|
||
66
UnitedHealth
UNH
$300B
| $1.06M | 0.29% |
3,081
-267
|
|
||
67
T-Mobile US
TMUS
$223B
| $978K | 0.27% |
4,087
-487
|
|
||
68
Constellation Energy
CEG
$106B
| $966K | 0.26% |
2,936
-97
|
|
||
69
Solventum
SOLV
$13.9B
| $955K | 0.26% |
13,080
-1,062
|
|
||
70
Waste Management
WM
$88.5B
| $939K | 0.26% |
4,251
+67
|
|
||
71
Medtronic
MDT
$126B
| $924K | 0.25% |
9,697
-257
|
|
||
72
McKesson
MCK
$99.5B
| $921K | 0.25% |
1,192
-28
|
|
||
73
Philip Morris
PM
$247B
| $878K | 0.24% |
5,416
-27
|
|
||
74
Goldman Sachs
GS
$262B
| $878K | 0.24% |
1,103
|
|
||
75
CME Group
CME
$98.7B
| $857K | 0.23% |
3,173
-101
|
|