BCM
Brookmont Capital Management Portfolio holdings
AUM
$174M
1-Year Est. Return
9%
1 Year Est. Return
+9%
AUM
$174M
AUM Growth
-$2.8M
(-1.6%)
Holding
54
Top Buys
| 1 | +$201K | |
| 2 | +$40.9K | |
| 3 | +$32.5K | |
| 4 |
Amazon
AMZN
|
+$32K |
| 5 |
Apple
AAPL
|
+$25.8K |
Top Sells
| 1 | +$1.61M | |
| 2 | +$1.42M | |
| 3 | +$937K | |
| 4 |
RTX Corp
RTX
|
+$478K |
| 5 |
Microchip Technology
MCHP
|
+$252K |
Sector Composition
| 1 | Consumer Discretionary | 36.68% |
| 2 | Financials | 13.11% |
| 3 | Healthcare | 11.78% |
| 4 | Technology | 9.37% |
| 5 | Industrials | 7.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cintas
CTAS
$76B
| $280K | 0.16% |
1,257
+108
|
|
||
|
52
Apple
AAPL
$3.94T
| $224K | 0.13% |
1,092
+126
|
|
||
53
iShares Russell 1000 Value ETF
IWD
$65.7B
| $222K | 0.13% |
1,144
|
|
||
54
SPDR S&P 500 ETF Trust
SPY
$679B
| $201K | 0.12% |
+325
|
|