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
$254M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$4.1M
2 +$534K
3 +$244K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$231K
5
HD icon
Home Depot
HD
+$116K

Top Sells

1 +$2.63M
2 +$1.75M
3 +$1.53M
4
SLB icon
SLB Ltd
SLB
+$1.19M
5
ACN icon
Accenture
ACN
+$1.03M

Sector Composition

1 Consumer Discretionary 16.67%
2 Energy 14.62%
3 Financials 14.48%
4 Healthcare 12.12%
5 Technology 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-24,445
52
-2,588
53
-21,537