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
$145M
AUM Growth
-$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$779K
3
+$56.4K
4
CMCSA icon
Comcast
CMCSA
+$52.3K
5
BAC icon
Bank of America
BAC
+$28K

Top Sells

1
+$2.15M
2
+$499K
3
+$463K
4
SYK icon
Stryker
SYK
+$373K
5
NVDA icon
NVIDIA
NVDA
+$346K

Sector Composition

1 Consumer Discretionary 33.76%
2 Financials 12.06%
3 Healthcare 10.01%
4 Industrials 8.64%
5 Technology 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,019
52
– –
-420
53
– –
-12,690
54
– –
-2,599
55
– –
-1,396
56
– –
-543
57
– –
-9,424
58
– –
-4,576
59
– –
-2,493
1 2
3