BCM

Brookmont Capital Management Portfolio holdings

AUM $173M
1-Year Est. Return 3.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.85%
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
+$2.68M
2
+$2.39M
3
+$1.97M
4
HUBB icon
Hubbell
HUBB
+$1.64M
5
MSFT icon
Microsoft
MSFT
+$510K

Top Sells

1
+$730K
2
+$502K
3
+$419K
4
MCHP icon
Microchip Technology
MCHP
+$370K
5
HON icon
Honeywell
HON
+$292K

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
1 2
3