BCM

Brookmont Capital Management Portfolio holdings

AUM $173M
1-Year Est. Return 3.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$5.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$764K
2 +$280K
3 +$216K
4
ATVI
Activision Blizzard
ATVI
+$201K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$25K

Top Sells

1 +$560K
2 +$205K
3 +$201K
4
ACN icon
Accenture
ACN
+$123K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$119K

Sector Composition

1 Consumer Discretionary 33.62%
2 Financials 12.39%
3 Healthcare 11.32%
4 Technology 9.02%
5 Energy 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-420