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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
$377M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.17M
3
+$978K
4
HON icon
Honeywell
HON
+$858K
5
ORCL icon
Oracle
ORCL
+$755K

Top Sells

1
+$2.59M
2
+$1.36M
3
+$1.07M
4
DOW icon
Dow Inc
DOW
+$771K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$732K

Sector Composition

1 Technology 26.88%
2 Financials 15.02%
3 Healthcare 11.47%
4 Energy 10.22%
5 Communication Services 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
76
CME Group
CME
$85.5B
$863K 0.23%
3,162
-11
MLI icon
77
Mueller Industries
MLI
$12.5B
$840K 0.22%
14,632
-48
TMUS icon
78
T-Mobile US
TMUS
$192B
$820K 0.22%
4,039
-48
LLY icon
79
Eli Lilly
LLY
$1.08T
$812K 0.22%
756
-5
SOLV icon
80
Solventum
SOLV
$13.6B
$770K 0.2%
9,712
-3,368
BLK icon
81
Blackrock
BLK
$154B
$767K 0.2%
717
+4
WELL icon
82
Welltower
WELL
$167B
$694K 0.18%
+3,738
PEP icon
83
PepsiCo
PEP
$197B
$661K 0.18%
4,604
-222
MCK icon
84
McKesson
MCK
$92.1B
$647K 0.17%
789
-403
MRSH
85
Marsh
MRSH
$86B
$618K 0.16%
3,329
-46
BYD icon
86
Boyd Gaming
BYD
$6.53B
$511K 0.14%
6,000
O icon
87
Realty Income
O
$59.5B
$498K 0.13%
8,842
-542
SWX icon
88
Southwest Gas
SWX
$6.5B
$408K 0.11%
5,100
-200
AGYS icon
89
Agilysys
AGYS
$3.12B
$405K 0.11%
3,408
AMD icon
90
Advanced Micro Devices
AMD
$844B
$385K 0.1%
1,800
AXP icon
91
American Express
AXP
$240B
$375K 0.1%
1,013
-4
GD icon
92
General Dynamics
GD
$101B
$349K 0.09%
1,037
+37
META icon
93
Meta Platforms (Facebook)
META
$1.48T
$288K 0.08%
436
+18
GEV icon
94
GE Vernova
GEV
$299B
$275K 0.07%
421
-30
BSX icon
95
Boston Scientific
BSX
$67.1B
$261K 0.07%
2,737
RNR icon
96
RenaissanceRe
RNR
$13.9B
$260K 0.07%
926
KO icon
97
Coca-Cola
KO
$362B
$247K 0.07%
3,540
EMR icon
98
Emerson Electric
EMR
$77.9B
$242K 0.06%
1,823
+27
WFC icon
99
Wells Fargo
WFC
$262B
$233K 0.06%
2,500
B
100
Barrick Mining
B
$64B
$218K 0.06%
+5,000
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