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
$307M
AUM Growth
+$65.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.98M
3
+$3.96M
4
K icon
Kellanova
K
+$2.21M
5
MCD icon
McDonald's
MCD
+$2.2M

Top Sells

1
+$9.63K
2
+$8.78K
3
+$6.45K

Sector Composition

1 Consumer Discretionary 15.35%
2 Financials 13.06%
3 Healthcare 11.78%
4 Industrials 10.93%
5 Consumer Staples 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.5M 2.44%
103,490
+18,872
27
$7.41M 2.41%
169,828
+30,473
28
$7.37M 2.4%
92,685
+18,868
29
$7.31M 2.38%
116,517
+22,212
30
$7.29M 2.37%
96,433
+18,560
31
$7.13M 2.32%
188,982
+42,269
32
$7.07M 2.3%
212,905
+50,689
33
$7.07M 2.3%
151,377
+32,207
34
$7.03M 2.29%
170,767
+39,567
35
$7.01M 2.28%
109,922
+23,900
36
$719K 0.23%
11,276
+120
37
$628K 0.2%
3,717
-57
38
$559K 0.18%
6,499
39
$459K 0.15%
18,495
-260
40
$446K 0.15%
4,160
+223
41
$407K 0.13%
8,162
-176
42
$212K 0.07%
2,640
+62
43
$201K 0.07%
+890
1
2