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BWM

Buckley Wealth Management Portfolio holdings

AUM $392M
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.48M
3
+$965K
4
AMZN icon
Amazon
AMZN
+$930K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$866K

Top Sells

1
+$1.13M
2
+$975K
3
+$446K
4
CVX icon
Chevron
CVX
+$382K
5
GOOGL icon
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
PEP icon
76
PepsiCo
PEP
$197B
$934K 0.24%
6,016
+1,412
CEG icon
77
Constellation Energy
CEG
$85.4B
$925K 0.24%
3,314
+383
CRH icon
78
CRH
CRH
$71.9B
$911K 0.23%
8,635
-911
MDT icon
79
Medtronic
MDT
$106B
$904K 0.23%
10,346
+615
WELL icon
80
Welltower
WELL
$167B
$861K 0.22%
4,355
+617
GSK icon
81
GSK
GSK
$107B
$812K 0.21%
+14,580
LLY icon
82
Eli Lilly
LLY
$1.08T
$795K 0.2%
863
+107
MCK icon
83
McKesson
MCK
$92.1B
$786K 0.2%
907
+118
BLK icon
84
Blackrock
BLK
$154B
$758K 0.19%
787
+70
MRSH
85
Marsh
MRSH
$86B
$645K 0.16%
3,716
+387
O icon
86
Realty Income
O
$59.5B
$641K 0.16%
10,431
+1,589
SOLV icon
87
Solventum
SOLV
$13.6B
$634K 0.16%
9,712
NPFI icon
88
Nuveen Preferred and Income ETF
NPFI
$169M
$514K 0.13%
+19,936
BYD icon
89
Boyd Gaming
BYD
$6.53B
$494K 0.13%
6,000
AMD icon
90
Advanced Micro Devices
AMD
$844B
$427K 0.11%
2,100
+300
SWX icon
91
Southwest Gas
SWX
$6.5B
$426K 0.11%
4,900
-200
ORCL icon
92
Oracle
ORCL
$404B
$360K 0.09%
2,446
-6,940
GD icon
93
General Dynamics
GD
$101B
$346K 0.09%
1,009
-28
GEV icon
94
GE Vernova
GEV
$299B
$337K 0.09%
386
-35
AXP icon
95
American Express
AXP
$240B
$306K 0.08%
1,013
EMR icon
96
Emerson Electric
EMR
$77.9B
$291K 0.07%
2,222
+399
KO icon
97
Coca-Cola
KO
$362B
$276K 0.07%
3,599
+59
RNR icon
98
RenaissanceRe
RNR
$13.9B
$275K 0.07%
926
META icon
99
Meta Platforms (Facebook)
META
$1.48T
$245K 0.06%
428
-8
AGYS icon
100
Agilysys
AGYS
$3.12B
$242K 0.06%
3,408
1 2 3
4
5