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
$135M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$235K
2
+$217K
3
+$189K
4
MCD icon
McDonald's
MCD
+$92.9K
5
MSFT icon
Microsoft
MSFT
+$63.9K

Top Sells

1
+$640K
2
+$220K
3
+$200K
4
PAYX icon
Paychex
PAYX
+$20.3K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8K

Sector Composition

1 Consumer Discretionary 38.74%
2 Healthcare 12.9%
3 Technology 10.49%
4 Financials 8.31%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.24%
15,237
+303
27
$1.59M 1.18%
67,718
+895
28
$1.58M 1.18%
27,486
+478
29
$1.32M 0.98%
40,080
+726
30
$1.31M 0.97%
16,383
-255
31
$1.12M 0.83%
39,932
+739
32
$1.1M 0.82%
20,382
+438
33
$1.05M 0.78%
20,570
+363
34
$1.05M 0.78%
3,116
-35
35
$937K 0.7%
38,912
+809
36
$901K 0.67%
15,146
+252
37
$867K 0.64%
3,998
-52
38
$821K 0.61%
22,912
+383
39
$692K 0.51%
10,872
-21
40
$675K 0.5%
18,215
-50
41
$599K 0.45%
8,528
-14
42
$591K 0.44%
4,595
+1,473
43
$564K 0.42%
4,781
-97
44
$473K 0.35%
2,780
45
$447K 0.33%
3,601
46
$393K 0.29%
4,575
+118
47
$352K 0.26%
1,691
-3
48
$235K 0.17%
+1,416
49
$217K 0.16%
+1,101
50
– –
-2,142
1
2
3