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
$189M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$273K
2
+$263K
3
+$214K
4
SCI icon
Service Corp International
SCI
+$214K
5
AVGO icon
Broadcom
AVGO
+$204K

Top Sells

1
+$1.18M
2
+$245K
3
+$243K
4
ABT icon
Abbott
ABT
+$238K
5
UPS icon
United Parcel Service
UPS
+$235K

Sector Composition

1 Consumer Discretionary 38.82%
2 Financials 11.91%
3 Technology 9.2%
4 Healthcare 8.92%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.14%
1,538
+89
52
$273K 0.14%
575
53
$263K 0.14%
+1,019
54
$228K 0.12%
3,727
-910
55
$225K 0.12%
4,546
+339
56
$217K 0.11%
420
57
$214K 0.11%
+1,932
58
$214K 0.11%
+3,008
59
$208K 0.11%
8,361
+526
60
$204K 0.11%
+3,070
61
– –
-19,756
1 2
3