BCM

Brookmont Capital Management Portfolio holdings

AUM $174M
1-Year Est. Return 9%
This Quarter Est. Return
1 Year Est. Return
+9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$9.18M
3
+$9.06M
4
MCD icon
McDonald's
MCD
+$8.96M
5
CVX icon
Chevron
CVX
+$8.67M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 16.64%
2 Financials 12.79%
3 Consumer Staples 11.14%
4 Healthcare 11.03%
5 Industrials 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.93M 2.46%
+303,376
27
$5.93M 2.46%
+76,287
28
$5.89M 2.44%
+94,305
29
$5.89M 2.44%
+92,894
30
$5.79M 2.4%
+131,200
31
$5.79M 2.4%
+50,323
32
$5.77M 2.39%
+146,713
33
$5.73M 2.37%
+98,901
34
$5.71M 2.37%
+86,022
35
$5.66M 2.34%
+162,216
36
$639K 0.26%
+11,156
37
$607K 0.25%
+3,774
38
$587K 0.24%
+6,499
39
$433K 0.18%
+18,755
40
$422K 0.17%
+3,937
41
$377K 0.16%
+8,338
42
$206K 0.09%
+2,578
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