BCM
Brookmont Capital Management Portfolio holdings
AUM
$174M
1-Year Est. Return
9%
1 Year Est. Return
+9%
AUM
$177M
AUM Growth
-$9.86M
(-5.3%)
Holding
54
Top Buys
| 1 | +$925K | |
| 2 | +$13K | |
| 3 | +$3.06K | |
| 4 |
Walt Disney
DIS
|
+$2.96K |
| 5 |
Cintas
CTAS
|
+$206 |
Top Sells
| 1 | +$1.41M | |
| 2 | +$607K | |
| 3 | +$494K | |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$432K |
| 5 |
Abbott
ABT
|
+$369K |
Sector Composition
| 1 | Consumer Discretionary | 36.37% |
| 2 | Financials | 13.55% |
| 3 | Healthcare | 12.1% |
| 4 | Technology | 7.72% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 1000 Value ETF
IWD
$64.9B
| $215K | 0.12% |
1,144
|
|
||
52
Apple
AAPL
$3.97T
| $214K | 0.12% |
966
-99
|
|
||
53
Broadcom
AVGO
$1.65T
| $200K | 0.11% |
1,197
+1
|
|
||
54
Lowe's Companies
LOW
$131B
| – | – |
-883
|
|