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
$270M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$2.59M
2 +$2.36M
3 +$1.97M
4
HUBB icon
Hubbell
HUBB
+$1.64M
5
MSFT icon
Microsoft
MSFT
+$525K

Top Sells

1 +$750K
2 +$503K
3 +$425K
4
MCHP icon
Microchip Technology
MCHP
+$387K
5
HON icon
Honeywell
HON
+$298K

Sector Composition

1 Consumer Discretionary 17.52%
2 Healthcare 13.85%
3 Financials 13.75%
4 Energy 12.85%
5 Technology 11.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$434K 0.16%
3,812
+99
52
$306K 0.11%
3,939
+885
53
$278K 0.1%
890
54
$257K 0.1%
3,148