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
$170M
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$2.42M
2 +$305K
3 +$206K
4
HON icon
Honeywell
HON
+$63.7K
5
DD icon
DuPont de Nemours
DD
+$62.5K

Top Sells

1 +$1.29M
2 +$209K
3 +$95.6K
4
WFC icon
Wells Fargo
WFC
+$43.7K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$26K

Sector Composition

1 Consumer Discretionary 35.25%
2 Financials 13.49%
3 Healthcare 9.09%
4 Technology 8.99%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$213K 0.13%
2,600
52
$210K 0.12%
4,207
+199
53
$206K 0.12%
+7,835
54
$205K 0.12%
1,449
-20
55
$204K 0.12%
2,279
56
$202K 0.12%
420
57
-22,057
58
-522