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
$183M
AUM Growth
-$7.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$433K
3 +$369K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$262K
5
GE icon
GE Aerospace
GE
+$246K

Top Sells

1 +$1.25M
2 +$285K
3 +$273K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$234K
5
SHEL icon
Shell
SHEL
+$213K

Sector Composition

1 Consumer Discretionary 33.33%
2 Financials 13.82%
3 Healthcare 11.25%
4 Technology 9.62%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$219K 0.12%
1,370
-270
52
$213K 0.12%
+1,103
53
$204K 0.11%
1,171
54
$201K 0.11%
+1,144
55
-420
56
-747