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
$352M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.17M
3
+$3.02M
4
QCOM icon
Qualcomm
QCOM
+$227K
5
AMGN icon
Amgen
AMGN
+$226K

Top Sells

1
+$4.23M
2
+$3.09M
3
+$2.66M
4
MCD icon
McDonald's
MCD
+$2.06M
5
PAYX icon
Paychex
PAYX
+$1.84M

Sector Composition

1 Consumer Discretionary 15.64%
2 Financials 14.1%
3 Healthcare 13.38%
4 Technology 12.34%
5 Energy 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$522K 0.15%
5,249
-32
52
$499K 0.14%
9,064
+144
53
$261K 0.07%
3,352
+27
54
$251K 0.07%
2,588
55
$228K 0.06%
2,866
+232
56
$226K 0.06%
890
57
– –
-85,509
58
– –
-36,390
1 2
3