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
DEODiageo Plc
Recent Activity
Decreased -0.81%
0.7%
$1.307M
10,283 shares@ $127.13 avg price
EVRGEvergy Inc
Recent Activity
Decreased -0.01%
0.61%
$1.132M
18,395 shares@ $61.56 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.25%
0.6%
$1.116M
8,310 shares@ $134.3 avg price
IJRIshares Tr
Recent Activity
Decreased -9.16%
0.49%
$912,427
7,919 shares@ $115.22 avg price
IJHIshares Tr
Recent Activity
Decreased -12.95%
0.49%
$903,744
14,504 shares@ $62.31 avg price
EFAIshares Tr
Recent Activity
Decreased -8.14%
0.33%
$604,351
7,993 shares@ $75.62 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -37.31%
0.3%
$543,781
2,777 shares@ $195.82 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.57%
0.21%
$374,962
3,486 shares@ $107.57 avg price
SYKStryker Corporation
Recent Activity
Decreased -3.63%
0.18%
$333,720
927 shares@ $360.0 avg price
BWXTBwx Technologies Inc
Recent Activity
Decreased -14.33%
0.18%
$333,403
2,993 shares@ $111.4 avg price