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

Top Buys

1 +$235K
2 +$217K
3 +$189K
4
MCD icon
McDonald's
MCD
+$92.9K
5
MSFT icon
Microsoft
MSFT
+$63.9K

Top Sells

1 +$640K
2 +$220K
3 +$200K
4
PAYX icon
Paychex
PAYX
+$20.3K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$11.8K

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