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
$144M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$256K
2
+$246K
3
+$244K
4
ABT icon
Abbott
ABT
+$239K
5
WFC icon
Wells Fargo
WFC
+$231K

Top Sells

1
+$7.51K
2
+$6.1K
3
+$4.38K
4
XOM icon
Exxon Mobil
XOM
+$2.44K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.09K

Sector Composition

1 Consumer Discretionary 34.31%
2 Financials 12.6%
3 Healthcare 9.87%
4 Industrials 8.29%
5 Technology 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.4M 31.51%
164,408
+685
2
$4.12M 2.86%
24,041
+640
3
$4.04M 2.8%
17,490
+822
4
$3.95M 2.74%
98,104
+5,750
5
$3.91M 2.72%
16,802
+891
6
$3.82M 2.65%
76,614
+4,448
7
$3.69M 2.56%
17,741
+990
8
$3.68M 2.56%
22,802
+1,587
9
$3.67M 2.55%
37,915
+2,474
10
$3.59M 2.5%
35,117
+1,507
11
$3.59M 2.49%
28,412
+1,561
12
$3.57M 2.48%
24,876
+969
13
$3.19M 2.21%
19,099
+1,360
14
$3.18M 2.21%
63,959
+3,163
15
$3.16M 2.19%
30,229
+2,331
16
$2.84M 1.97%
17,387
+829
17
$2.74M 1.9%
54,391
+4,883
18
$2.7M 1.88%
44,258
+2,596
19
$2.66M 1.85%
19,117
+1,072
20
$2.61M 1.81%
89,098
+6,660
21
$2.52M 1.75%
83,510
+5,080
22
$2.51M 1.74%
15,342
+939
23
$2.48M 1.72%
9,633
+570
24
$2.4M 1.67%
10,669
+634
25
$2.3M 1.6%
13,552
+925
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