BWM
Buckley Wealth Management Portfolio holdings
AUM
$365M
1-Year Est. Return
18.98%
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 | |
|---|---|---|---|---|---|---|
101
Emerson Electric
EMR
$71.7B
| $234K | 0.07% |
+1,757
|
|
||
102
Stewart Information Services
STC
$2.04B
| $228K | 0.07% |
3,500
|
|
||
103
Boeing
BA
$148B
| $226K | 0.07% |
+1,080
|
|
||
104
RenaissanceRe
RNR
$12.2B
| $218K | 0.07% |
898
|
|
||
105
Red Rock Resorts
RRR
$3.44B
| $211K | 0.06% |
+4,050
|
|
||
106
Western Alliance Bancorporation
WAL
$8.6B
| $201K | 0.06% |
+2,582
|
|
||
107
Wells Fargo
WFC
$267B
| $200K | 0.06% |
2,500
-500
|
|
||
108
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.58B
| $161K | 0.05% |
+10,000
|
|
||
109
Ferguson
FERG
$48.7B
| – | – |
-5,112
|
|