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
$177M
AUM Growth
-$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$15.2K
3
+$3.36K
4
DIS icon
Walt Disney
DIS
+$3.22K
5
AVGO icon
Broadcom
AVGO
+$212

Top Sells

1
+$1.3M
2
+$635K
3
+$513K
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$395K
5
ABT icon
Abbott
ABT
+$354K

Sector Composition

1 Consumer Discretionary 36.37%
2 Financials 13.55%
3 Healthcare 12.1%
4 Technology 7.72%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.12%
1,144
52
$214K 0.12%
966
-99
53
$200K 0.11%
1,197
+1
54
– –
-883
1 2
3