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
$175M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$888K
3
+$833K
4
ABT icon
Abbott
ABT
+$637K
5
WFC icon
Wells Fargo
WFC
+$560K

Top Sells

1
+$1.16M
2
+$1.09M
3
+$704K
4
RTN
Raytheon Company
RTN
+$344K
5
CFG icon
Citizens Financial Group
CFG
+$240K

Sector Composition

1 Consumer Discretionary 28.76%
2 Healthcare 12.9%
3 Technology 12.17%
4 Financials 10.45%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.56%
16,709
+5,092
27
$2.57M 1.47%
18,335
+6,332
28
$2.44M 1.39%
38,497
-125
29
$2.03M 1.16%
36,653
-21
30
$1.97M 1.13%
70,678
+2,407
31
$1.86M 1.06%
46,072
-64
32
$1.63M 0.93%
27,926
-293
33
$1.54M 0.88%
24,911
-391
34
$1.5M 0.85%
16,713
-405
35
$1.42M 0.81%
10,859
-431
36
$1.34M 0.77%
4,500
-26
37
$1.14M 0.65%
5,258
+32
38
$1.14M 0.65%
15,931
+224
39
$1.11M 0.63%
12,514
-474
40
$973K 0.56%
14,919
+733
41
$897K 0.51%
10,414
+57
42
$778K 0.44%
20,125
+1,215
43
$759K 0.43%
15,935
+461
44
$747K 0.43%
4,682
-383
45
$704K 0.4%
9,042
+555
46
$596K 0.34%
4,981
-119
47
$586K 0.33%
5,332
+63
48
$574K 0.33%
12,011
+145
49
$554K 0.32%
4,899
+68
50
$553K 0.32%
2,780
+36
1
2
3