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
$135M
AUM Growth
+$9.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$218K
2 +$205K
3 +$185K
4
MCD icon
McDonald's
MCD
+$86.8K
5
MSFT icon
Microsoft
MSFT
+$63.9K

Top Sells

1 +$624K
2 +$220K
3 +$200K
4
PAYX icon
Paychex
PAYX
+$19.1K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.6K

Sector Composition

1 Consumer Discretionary 38.74%
2 Healthcare 12.9%
3 Technology 10.49%
4 Financials 8.31%
5 Industrials 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,922