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
$187M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$718K
3 +$676K
4
NVO icon
Novo Nordisk
NVO
+$421K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$397K

Top Sells

1 +$737K
2 +$629K
3 +$439K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$324K
5
JPM icon
JPMorgan Chase
JPM
+$321K

Sector Composition

1 Consumer Discretionary 36.61%
2 Financials 13.63%
3 Healthcare 10.97%
4 Technology 8.62%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$243K 0.13%
2,184
-316
52
$218K 0.12%
883
+133
53
$212K 0.11%
1,144
-27
54
$210K 0.11%
1,148
+2
55
-750
56
-2,801