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
$142M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.17M
2 +$1.35M
3 +$1.33M
4
BAC icon
Bank of America
BAC
+$1.27M
5
LHX icon
L3Harris
LHX
+$969K

Top Sells

1 +$2.45M
2 +$784K
3 +$754K
4
UPS icon
United Parcel Service
UPS
+$600K
5
ADI icon
Analog Devices
ADI
+$561K

Sector Composition

1 Consumer Discretionary 34.63%
2 Healthcare 11.53%
3 Financials 11.33%
4 Technology 10.29%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,416
52
-1,101
53
-40,595