In This Article:
Dallas, TX, based Investment company Brookmont Capital Management (Current Portfolio) buys Lowe's Inc, UnitedHealth Group Inc, Broadcom Inc, Cintas Corp, Service Corp International, sells Sonoco Products Co during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Brookmont Capital Management. As of 2021Q4, Brookmont Capital Management owns 60 stocks with a total value of $189 million. These are the details of the buys and sells.
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New Purchases: LOW, UNH, AVGO, CTAS, SCI,
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Added Positions: AGG, BIV, BSV, IVV, IJH, EFA, AAPL, DIS, FFWM, IJR, IWF, NVDA, SYK, VNQ, VWO, VIG,
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Reduced Positions: ABT, UPS, MSFT, MCD, JPM, WFC, PG, NVO, MCHP, LHX, HON, AJG, ACN, PNC, ADI, BAC, USB, DEO, PEP, CVX, JNJ, VIAC, COP, CMCSA, RDS.B, AMGN, GILD, CCI, EMN, RTX, XOM, EVRG, TSN,
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Sold Out: SON,
For the details of Brookmont Capital Management's stock buys and sells,
go to https://www.gurufocus.com/guru/brookmont+capital+management/current-portfolio/portfolio
These are the top 5 holdings of Brookmont Capital Management
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The Home Depot Inc (HD) - 164,051 shares, 36.01% of the total portfolio. Shares reduced by 0.36%
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Microsoft Corp (MSFT) - 16,634 shares, 2.96% of the total portfolio. Shares reduced by 4.2%
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Abbott Laboratories (ABT) - 35,148 shares, 2.62% of the total portfolio. Shares reduced by 4.59%
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United Parcel Service Inc (UPS) - 21,498 shares, 2.44% of the total portfolio. Shares reduced by 4.85%
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Novo Nordisk A/S (NVO) - 40,568 shares, 2.40% of the total portfolio. Shares reduced by 4.22%
New Purchase: Lowe's Companies Inc (LOW)
Brookmont Capital Management initiated holding in Lowe's Companies Inc. The purchase prices were between $204 and $261.38, with an estimated average price of $238.68. The stock is now traded at around $226.155000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,019 shares as of 2021-12-31.
New Purchase: UnitedHealth Group Inc (UNH)
Brookmont Capital Management initiated holding in UnitedHealth Group Inc. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $462.545000. The impact to a portfolio due to this purchase was 0.14%. The holding were 543 shares as of 2021-12-31.
New Purchase: Broadcom Inc (AVGO)
Brookmont Capital Management initiated holding in Broadcom Inc. The purchase prices were between $475.95 and $674.28, with an estimated average price of $564.76. The stock is now traded at around $553.051000. The impact to a portfolio due to this purchase was 0.11%. The holding were 307 shares as of 2021-12-31.