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
$162M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$9.51K
2
+$9.38K
3
+$8.31K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$7.99K
5
JPM icon
JPMorgan Chase
JPM
+$7.9K

Top Sells

1
+$279K
2
+$45.6K
3
+$45.5K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$22.8K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$11.5K

Sector Composition

1 Consumer Discretionary 26.15%
2 Healthcare 14.81%
3 Technology 12.31%
4 Financials 9.38%
5 Industrials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$476K 0.29%
11,866
52
$467K 0.29%
1,890
53
$461K 0.28%
2,758
54
$448K 0.28%
14,900
55
$421K 0.26%
6,694
-6
56
$380K 0.23%
1,569
57
$379K 0.23%
4,421
+33
58
$350K 0.22%
6,920
59
$343K 0.21%
7,216
+200
60
$336K 0.21%
7,382
61
$329K 0.2%
4,048
62
$327K 0.2%
3,252
63
$280K 0.17%
5,184
64
$264K 0.16%
1,508
65
$262K 0.16%
6,173
-10
66
$239K 0.15%
846
67
$221K 0.14%
6,796
68
$216K 0.13%
2,569
-137
69
– –
-15,605
1 2
3