BWM
Buckley Wealth Management Portfolio holdings
AUM
$365M
1-Year Est. Return
18.98%
This Fund
S&P 500
1 Year Est. Return
+18.98%
AUM
$334M
AUM Growth
+$12.7M
(+3.9%)
Holding
109
Top Buys
| 1 | +$1.15M | |
| 2 | +$619K | |
| 3 | +$573K | |
| 4 |
Chevron
CVX
|
+$544K |
| 5 |
Procter & Gamble
PG
|
+$526K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$819K | |
| 3 | +$600K | |
| 4 |
Dow Inc
DOW
|
+$574K |
| 5 |
Intel
INTC
|
+$400K |
Sector Composition
| 1 | Technology | 27.15% |
| 2 | Financials | 16.06% |
| 3 | Healthcare | 11.31% |
| 4 | Energy | 10.58% |
| 5 | Consumer Discretionary | 8.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Morgan Stanley
MS
$285B
| $1.26M | 0.38% |
8,938
-1,047
|
|
||
52
Linde
LIN
$209B
| $1.23M | 0.37% |
2,621
-20
|
|
||
53
Oneok
OKE
$51.5B
| $1.14M | 0.34% |
14,020
|
|
||
54
Arista Networks
ANET
$173B
| $1.14M | 0.34% |
11,110
|
|
||
55
Marathon Petroleum
MPC
$59.9B
| $1.13M | 0.34% |
6,800
-500
|
|
||
56
PayPal
PYPL
$37.2B
| $1.1M | 0.33% |
14,840
|
|
||
57
T-Mobile US
TMUS
$221B
| $1.09M | 0.33% |
4,574
+73
|
|
||
58
Solventum
SOLV
$13.5B
| $1.07M | 0.32% |
14,142
+8,168
|
|
||
59
Lam Research
LRCX
$288B
| $1.07M | 0.32% |
10,948
+135
|
|
||
60
Tesla
TSLA
$1.54T
| $1.06M | 0.32% |
3,329
|
|
||
61
UnitedHealth
UNH
$251B
| $1.04M | 0.31% |
3,348
-31
|
|
||
62
FedEx
FDX
$86.8B
| $1.03M | 0.31% |
4,550
|
|
||
63
Philip Morris
PM
$285B
| $991K | 0.3% |
5,443
-73
|
|
||
64
Constellation Energy
CEG
$94.7B
| $979K | 0.29% |
3,033
-9
|
|
||
65
Waste Management
WM
$91.4B
| $957K | 0.29% |
4,184
+1,087
|
|
||
66
Best Buy
BBY
$14.8B
| $952K | 0.28% |
14,180
|
|
||
67
CME Group
CME
$109B
| $902K | 0.27% |
3,274
-62
|
|
||
68
Elevance Health
ELV
$75.3B
| $902K | 0.27% |
2,318
|
|
||
69
McKesson
MCK
$116B
| $894K | 0.27% |
1,220
-12
|
|
||
70
Medtronic
MDT
$132B
| $868K | 0.26% |
9,954
-213
|
|
||
71
Target
TGT
$52.3B
| $865K | 0.26% |
8,770
|
|
||
72
CRH
CRH
$85B
| $817K | 0.24% |
8,904
-262
|
|
||
73
Accenture
ACN
$148B
| $791K | 0.24% |
2,645
+261
|
|
||
74
Corebridge Financial
CRBG
$15.7B
| $784K | 0.23% |
22,076
+262
|
|
||
75
Goldman Sachs
GS
$279B
| $781K | 0.23% |
1,103
-97
|
|