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
$166M
AUM Growth
+$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$201K
3
+$25.4K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$18K
5
LHX icon
L3Harris
LHX
+$11.4K

Top Sells

1
+$219K
2
+$89.1K
3
+$49.7K
4
MCD icon
McDonald's
MCD
+$45.4K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$39.9K

Sector Composition

1 Consumer Discretionary 33.87%
2 Financials 12.15%
3 Healthcare 10.69%
4 Technology 9.78%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.38%
10,334
+3
27
$2.29M 1.38%
13,211
-42
28
$1.86M 1.12%
14,743
+12
29
$1.63M 0.98%
14,328
+33
30
$1.61M 0.97%
16,391
-67
31
$1.5M 0.9%
17,890
-10
32
$1.41M 0.85%
3,159
-34
33
$1.35M 0.81%
18,522
-24
34
$1.16M 0.7%
19,826
+28
35
$1.06M 0.64%
3,855
-89
36
$1.02M 0.61%
6,266
+20
37
$974K 0.59%
18,620
+345
38
$870K 0.52%
8,735
+255
39
$769K 0.46%
10,611
-550
40
$433K 0.26%
4,425
-87
41
$384K 0.23%
3,577
42
$381K 0.23%
9,010
43
$289K 0.17%
947
+1
44
$288K 0.17%
3,447
+128
45
$254K 0.15%
3,359
-51
46
$240K 0.14%
3,185
-44
47
$205K 0.12%
2,071
+2
48
$203K 0.12%
4,986
-24
49
$201K 0.12%
+420
50
– –
-2,184
1
2