We are live on ! Find out more
BCM

Brookmont Capital Management Portfolio holdings

AUM $179M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.62M
3
+$465K
4
CMCSA icon
Comcast
CMCSA
+$277K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$238K

Top Sells

1
+$4.01M
2
+$3.95M
3
+$2.88M
4
BWXT icon
BWX Technologies
BWXT
+$44.1K
5
NVDA icon
NVIDIA
NVDA
+$38.9K

Sector Composition

1 Consumer Discretionary 32.75%
2 Financials 12.25%
3 Technology 11.32%
4 Industrials 10.56%
5 Healthcare 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOLS
26
Solstice Advanced Materials
SOLS
$13.8B
$2.42M 1.36%
31,817
+604
PEP icon
27
PepsiCo
PEP
$200B
$2.29M 1.28%
14,773
+940
CVX icon
28
Chevron
CVX
$359B
$2.25M 1.26%
10,863
+355
DD icon
29
DuPont de Nemours
DD
$19.7B
$2.2M 1.23%
48,099
+3,143
MCHP icon
30
Microchip Technology
MCHP
$54.4B
$2.15M 1.2%
33,254
-76
RTX icon
31
RTX Corp
RTX
$247B
$1.91M 1.07%
9,915
+253
SRE icon
32
Sempra
SRE
$60.1B
$1.67M 0.94%
17,226
+698
NVDA icon
33
NVIDIA
NVDA
$5.15T
$1.56M 0.87%
8,956
-212
EVRG icon
34
Evergy
EVRG
$19.2B
$1.5M 0.84%
18,293
+1,436
QCOM icon
35
Qualcomm
QCOM
$233B
$1.43M 0.8%
+11,073
NTES icon
36
NetEase
NTES
$80.7B
$1.2M 0.67%
10,760
+688
EMN icon
37
Eastman Chemical
EMN
$8.61B
$1.2M 0.67%
15,662
+721
IVV icon
38
iShares Core S&P 500 ETF
IVV
$824B
$1.13M 0.63%
1,735
+95
AGG icon
39
iShares Core US Aggregate Bond ETF
AGG
$137B
$1.11M 0.62%
11,135
+781
IWF icon
40
iShares Russell 1000 Growth ETF
IWF
$128B
$1.02M 0.57%
9,592
+4,100
IJH icon
41
iShares Core S&P Mid-Cap ETF
IJH
$122B
$917K 0.51%
13,579
+44
IJR icon
42
iShares Core S&P Small-Cap ETF
IJR
$107B
$709K 0.4%
5,706
+14
BSV icon
43
Vanguard Short-Term Bond ETF
BSV
$45.2B
$642K 0.36%
8,191
+1,019
EFA icon
44
iShares MSCI EAFE ETF
EFA
$76.8B
$624K 0.35%
6,427
+892
BWXT icon
45
BWX Technologies
BWXT
$17.8B
$568K 0.32%
2,779
-217
XOM icon
46
Exxon Mobil
XOM
$584B
$519K 0.29%
3,060
VIG icon
47
Vanguard Dividend Appreciation ETF
VIG
$110B
$517K 0.29%
2,403
+478
BIV icon
48
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$475K 0.27%
6,154
+810
AVGO icon
49
Broadcom
AVGO
$1.87T
$405K 0.23%
1,308
-96
SYK icon
50
Stryker
SYK
$118B
$341K 0.19%
1,039
-26
1
2
3