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
$144M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$246K
3
+$244K
4
ABT icon
Abbott
ABT
+$239K
5
WFC icon
Wells Fargo
WFC
+$231K

Top Sells

1
+$7.51K
2
+$6.1K
3
+$4.38K
4
XOM icon
Exxon Mobil
XOM
+$2.44K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.09K

Sector Composition

1 Consumer Discretionary 34.31%
2 Financials 12.6%
3 Healthcare 9.87%
4 Industrials 8.29%
5 Technology 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.56%
15,069
+1,040
27
$2.15M 1.49%
53,231
+3,739
28
$2.11M 1.46%
14,569
+968
29
$1.81M 1.26%
25,514
+1,914
30
$1.81M 1.26%
29,342
+2,346
31
$1.39M 0.96%
16,918
+820
32
$1.35M 0.94%
70,731
+7,635
33
$1.21M 0.84%
20,347
+1,163
34
$1.2M 0.83%
3,335
-17
35
$993K 0.69%
15,058
+1,029
36
$837K 0.58%
3,978
-8
37
$834K 0.58%
19,025
-100
38
$757K 0.53%
8,681
-24
39
$666K 0.46%
4,931
-4
40
$614K 0.43%
10,971
+19
41
$461K 0.32%
4,784
+1
42
$312K 0.22%
3,577
-28
43
$270K 0.19%
3,612
-2
44
$250K 0.17%
3,124
+12
45
$241K 0.17%
3,283
+2
46
$207K 0.14%
579
-21
1
2