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
$312M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$6.23M
2 +$315K
3 +$2.55K

Top Sells

1 +$4.63M
2 +$4.11M
3 +$3.48M
4
PNC icon
PNC Financial Services
PNC
+$3.37M
5
WOR icon
Worthington Enterprises
WOR
+$3.29M

Sector Composition

1 Consumer Discretionary 16.79%
2 Technology 14.45%
3 Healthcare 13.32%
4 Energy 12.31%
5 Financials 12.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$287K 0.09%
2,588
52
$234K 0.08%
890
53
$231K 0.07%
2,860
-6
54
-3,352
55
-177,208
56
-117,864