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
$268M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$277K
3 +$223K
4
SBUX icon
Starbucks
SBUX
+$206K
5
JPM icon
JPMorgan Chase
JPM
+$186K

Top Sells

1 +$10.3M
2 +$2.45M
3 +$371K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$241K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$206K

Sector Composition

1 Consumer Discretionary 16.43%
2 Healthcare 14.42%
3 Energy 13.36%
4 Financials 12.55%
5 Technology 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,325
52
-2,970
53
-2,318
54
-287,898