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
$194M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$592K
2
+$217K
3
+$212K
4
LOW icon
Lowe's Companies
LOW
+$203K
5
NVO icon
Novo Nordisk
NVO
+$101K

Top Sells

1
+$808K
2
+$421K
3
+$377K
4
GE icon
GE Aerospace
GE
+$246K
5
WFC icon
Wells Fargo
WFC
+$179K

Sector Composition

1 Consumer Discretionary 36.76%
2 Financials 12.84%
3 Healthcare 10.66%
4 Technology 8.95%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 1.4%
15,980
-371
27
$2.58M 1.33%
13,955
-302
28
$2.36M 1.22%
14,591
-275
29
$1.98M 1.02%
6,143
-180
30
$1.85M 0.95%
15,235
-478
31
$1.82M 0.94%
16,286
-564
32
$1.63M 0.84%
4,339
-81
33
$1.55M 0.8%
2,693
-56
34
$1.51M 0.78%
18,083
-442
35
$1.45M 0.75%
10,368
-487
36
$1.14M 0.59%
18,398
-523
37
$1.04M 0.53%
16,662
-47
38
$1.02M 0.52%
8,718
-52
39
$1.01M 0.52%
8,331
-124
40
$877K 0.45%
4,430
+9
41
$850K 0.44%
8,393
+162
42
$728K 0.37%
8,702
-614
43
$495K 0.25%
6,287
+125
44
$419K 0.22%
3,578
45
$392K 0.2%
5,000
+79
46
$380K 0.2%
3,494
+218
47
$347K 0.18%
962
+2
48
$273K 0.14%
2,801
+20
49
$240K 0.12%
2,500
+6
50
$237K 0.12%
1,371
+1
1
2
3