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
$159M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$775K
3 +$250K
4
DIS icon
Walt Disney
DIS
+$219K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$202K

Top Sells

1 +$1.42M
2 +$1.31M
3 +$918K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$35K
5
COP icon
ConocoPhillips
COP
+$32.4K

Sector Composition

1 Consumer Discretionary 33.59%
2 Financials 11.2%
3 Healthcare 11.1%
4 Technology 9.38%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-14,741