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
$155M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.14M
3 +$616K
4
LOW icon
Lowe's Companies
LOW
+$215K
5
UNH icon
UnitedHealth
UNH
+$207K

Top Sells

1 +$1.47M
2 +$1.25M
3 +$701K
4
PARA
Paramount Global Class B
PARA
+$446K
5
HD icon
Home Depot
HD
+$344K

Sector Composition

1 Consumer Discretionary 35.96%
2 Financials 13.07%
3 Healthcare 10.9%
4 Technology 8.57%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$207K 0.13%
+557
52
$200K 0.13%
+420
53
$200K 0.13%
+3,850
54
-15,717
55
-20,406