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 | |
|---|---|---|---|---|---|---|
51
Morgan Stanley
MS
$261B
| $1.16M | 0.36% |
9,985
+200
|
|
||
52
Alphabet (Google) Class C
GOOG
$3.4T
| $1.16M | 0.36% |
7,395
-528
|
|
||
53
FedEx
FDX
$59.9B
| $1.11M | 0.35% |
4,550
+70
|
|
||
|
54
Marathon Petroleum
MPC
$59.3B
| $1.06M | 0.33% |
7,300
-7,025
|
|
||
55
Eaton
ETN
$149B
| $1.05M | 0.33% |
3,860
-125
|
|
||
56
Best Buy
BBY
$17.3B
| $1.04M | 0.32% |
14,180
+225
|
|
||
57
Synchrony
SYF
$26.8B
| $1.02M | 0.32% |
+19,295
|
|
||
58
Elevance Health
ELV
$70.5B
| $1.01M | 0.31% |
2,318
+93
|
|
||
|
59
PayPal
PYPL
$64.8B
| $968K | 0.3% |
+14,840
|
|
||
60
Target
TGT
$42.1B
| $915K | 0.28% |
8,770
+1,175
|
|
||
61
Medtronic
MDT
$116B
| $914K | 0.28% |
10,167
+222
|
|
||
62
CME Group
CME
$95.7B
| $885K | 0.28% |
3,336
+56
|
|
||
63
Philip Morris
PM
$225B
| $876K | 0.27% |
5,516
+266
|
|
||
64
Tesla
TSLA
$1.52T
| $863K | 0.27% |
3,329
+20
|
|
||
|
65
Arista Networks
ANET
$198B
| $861K | 0.27% |
+11,110
|
|
||
66
Marsh & McLennan
MMC
$87.3B
| $854K | 0.27% |
3,501
+13
|
|
||
67
Oracle
ORCL
$749B
| $851K | 0.26% |
6,087
-1,478
|
|
||
68
McKesson
MCK
$101B
| $829K | 0.26% |
1,232
-3
|
|
||
69
Ferguson
FERG
$49.9B
| $819K | 0.25% |
5,112
+134
|
|
||
70
Intel
INTC
$191B
| $814K | 0.25% |
35,850
-53,099
|
|
||
71
CRH
CRH
$79.8B
| $806K | 0.25% |
9,166
+235
|
|
||
72
Union Pacific
UNP
$131B
| $804K | 0.25% |
3,405
+84
|
|
||
73
Lam Research
LRCX
$198B
| $786K | 0.24% |
10,813
+1,222
|
|
||
74
PepsiCo
PEP
$200B
| $779K | 0.24% |
5,195
-882
|
|
||
75
WEC Energy
WEC
$36.3B
| $749K | 0.23% |
6,873
+183
|
|