test

Susan Begando

@Brookmont Capital Management

Latest period2024 - Q4ReportedManaged Assets$187.092MTotal holdings54
Assets growth rate-3.79%Assets growth rate (2-Q avg)1.29%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brookmont Capital Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Brookmont Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 187.092M in assets, with a quarterly growth rate of -3.79% and a 2-quarter average growth rate of 1.29%. The portfolio is managed by Susan Begando, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.31%
2.26%
$4.211M
11,970 shares@ $351.8 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -1.87%
2.18%
$4.068M
19,347 shares@ $210.29 avg price
SHELShell Plc
Recent Activity
Decreased -0.69%
2.15%
$4.004M
63,915 shares@ $62.66 avg price
NVONovo-nordisk A S
Recent Activity
Increased 12.43%
2.04%
$3.811M
44,309 shares@ $86.03 avg price
DDDupont De Nemours Inc
Recent Activity
Decreased -1.24%
2.01%
$3.746M
49,128 shares@ $76.25 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -1.01%
1.97%
$3.672M
97,829 shares@ $37.54 avg price
AZNAstrazeneca Plc
Recent Activity
Increased 54.84%
1.97%
$3.668M
55,985 shares@ $65.52 avg price
USBUs Bancorp Del
Recent Activity
Decreased -4.84%
1.89%
$3.525M
73,697 shares@ $47.84 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 26.5%
1.84%
$3.426M
27,167 shares@ $126.11 avg price
BACBank America Corp
Recent Activity
Decreased -3.5%
1.71%
$3.188M
72,531 shares@ $43.96 avg price