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
$162M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$9.51K
2
+$9.38K
3
+$8.31K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$7.99K
5
JPM icon
JPMorgan Chase
JPM
+$7.9K

Top Sells

1
+$279K
2
+$45.6K
3
+$45.5K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$22.8K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.5K

Sector Composition

1 Consumer Discretionary 26.15%
2 Healthcare 14.81%
3 Technology 12.31%
4 Financials 9.38%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.54%
38,427
+81
27
$2.48M 1.53%
23,051
+50
28
$2.2M 1.35%
67,286
+189
29
$2.17M 1.34%
45,708
+120
30
$1.89M 1.16%
11,566
+8
31
$1.76M 1.08%
36,479
+48
32
$1.73M 1.06%
28,064
+18
33
$1.46M 0.9%
11,933
+22
34
$1.43M 0.88%
17,005
+33
35
$1.3M 0.8%
25,122
+36
36
$1.29M 0.79%
4,521
-80
37
$1.25M 0.77%
11,290
-5
38
$1.03M 0.64%
5,226
-2
39
$969K 0.6%
13,031
-11
40
$920K 0.57%
14,179
-103
41
$767K 0.47%
5,065
+5
42
$719K 0.44%
10,357
43
$717K 0.44%
18,935
-10
44
$655K 0.4%
8,487
-3
45
$620K 0.38%
3,744
46
$577K 0.36%
5,269
47
$569K 0.35%
1,663
48
$557K 0.34%
5,082
-45
49
$526K 0.32%
4,824
-22
50
$481K 0.3%
5,954
-565
1
2
3