BWM

Buckley Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 13.99%
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$321M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.09M
3
+$1.02M
4
PYPL icon
PayPal
PYPL
+$968K
5
ANET icon
Arista Networks
ANET
+$861K

Top Sells

1
+$1.24M
2
+$1.21M
3
+$1.12M
4
MPC icon
Marathon Petroleum
MPC
+$1.02M
5
CSCO icon
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
AAPL icon
1
Apple
AAPL
$4T
$35.3M 10.98%
158,969
-463
MSFT icon
2
Microsoft
MSFT
$3.85T
$26.9M 8.36%
71,576
+1,102
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.03T
$20.8M 6.48%
39,138
-725
CVX icon
4
Chevron
CVX
$318B
$19.5M 6.08%
116,825
-1,085
JPM icon
5
JPMorgan Chase
JPM
$847B
$15M 4.66%
61,021
-2,166
AMZN icon
6
Amazon
AMZN
$2.61T
$14.7M 4.58%
77,368
+620
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$3.39T
$13.3M 4.14%
86,012
+939
XOM icon
8
Exxon Mobil
XOM
$482B
$13.1M 4.07%
109,974
-182
AMGN icon
9
Amgen
AMGN
$161B
$10.3M 3.19%
32,918
-550
JNJ icon
10
Johnson & Johnson
JNJ
$455B
$9.94M 3.09%
59,950
-1,291
COST icon
11
Costco
COST
$404B
$9.52M 2.96%
10,065
-46
PG icon
12
Procter & Gamble
PG
$351B
$9.15M 2.85%
53,684
-400
CSCO icon
13
Cisco
CSCO
$288B
$8.25M 2.57%
133,619
-13,618
MRK icon
14
Merck
MRK
$215B
$5.35M 1.67%
59,650
-500
MMM icon
15
3M
MMM
$88.4B
$4.22M 1.31%
28,727
-600
DOW icon
16
Dow Inc
DOW
$17B
$4.09M 1.27%
117,071
+12,510
IDA icon
17
Idacorp
IDA
$6.97B
$4.08M 1.27%
35,090
-500
HD icon
18
Home Depot
HD
$378B
$3.83M 1.19%
10,443
-60
NEE icon
19
NextEra Energy
NEE
$170B
$3.82M 1.19%
53,915
+15,327
DD icon
20
DuPont de Nemours
DD
$34.2B
$3.49M 1.09%
46,792
+1,272
ABBV icon
21
AbbVie
ABBV
$385B
$3.44M 1.07%
16,415
+33
NVDA icon
22
NVIDIA
NVDA
$4.93T
$3.05M 0.95%
28,118
+10,418
CAT icon
23
Caterpillar
CAT
$270B
$3.03M 0.94%
9,190
T icon
24
AT&T
T
$176B
$2.86M 0.89%
101,000
-17,400
PFE icon
25
Pfizer
PFE
$140B
$2.7M 0.84%
106,609
+1,534
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