BCM
Brookmont Capital Management Portfolio holdings
AUM
$174M
1-Year Return
9%
This Quarter Return
+11.33%
1 Year Return
+9%
3 Year Return
+40.72%
5 Year Return
+86.63%
10 Year Return
+191.2%
AUM
$162M
AUM Growth
+$15.5M
(+11%)
Cap. Flow
-$253K
Cap. Flow
% of AUM
-0.16%
Top 10 Holdings %
Top 10 Hldgs %
45.66%
Holding
69
New
–
Increased
37
Reduced
14
Closed
1
Top Buys
| 1 |
Apple
AAPL
|
$9.51K |
| 2 |
United Parcel Service
UPS
|
$9.39K |
| 3 |
Wells Fargo
WFC
|
$8.31K |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$7.99K |
| 5 |
JPMorgan Chase
JPM
|
$7.9K |
Top Sells
| 1 |
Bloomin' Brands
BLMN
|
$279K |
| 2 |
Exxon Mobil
XOM
|
$45.6K |
| 3 |
Home Depot
HD
|
$45.5K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$22.8K |
| 5 |
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% |
