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BCM
Brookmont Capital Management Portfolio holdings
AUM
$179M
1-Year Est. Return
11.65%
This Fund
S&P 500
1 Year Est. Return
+11.65%
AUM
$179M
AUM Growth
+$5.75M
(+3.3%)
Holding
61
Top Buys
| 1 | +$3.01M | |
| 2 | +$1.62M | |
| 3 | +$465K | |
| 4 |
Comcast
CMCSA
|
+$277K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$238K |
Top Sells
| 1 | +$4.01M | |
| 2 | +$3.95M | |
| 3 | +$2.88M | |
| 4 |
BWX Technologies
BWXT
|
+$44.1K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Amazon
AMZN
$2.65T
| $313K | 0.18% |
1,501
-31
|
|
||
52
Apple
AAPL
$4.35T
| $303K | 0.17% |
1,196
-134
|
|
||
53
Cintas
CTAS
$69.9B
| $241K | 0.13% |
1,424
-48
|
|
||
|
54
iShares Russell 1000 Value ETF
IWD
$77.2B
| $232K | 0.13% |
+1,088
|
|
||
55
Walt Disney
DIS
$177B
| $230K | 0.13% |
2,386
-56
|
|
||
56
Lowe's Companies
LOW
$123B
| $223K | 0.13% |
945
-62
|
|
||
57
Costco
COST
$434B
| $216K | 0.12% |
+217
|
|
||
58
State Street SPDR S&P 500 ETF Trust
SPY
$797B
| $211K | 0.12% |
325
|
|
||
59
Service Corp International
SCI
$10.2B
| $207K | 0.12% |
2,509
-238
|
|
||
60
Accenture
ACN
$102B
| – | – |
-10,751
|
|
||
|
NVO
61
Novo Nordisk
NVO
$195B
| – | – |
-78,859
|
|