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BCM

Brookmont Capital Management Portfolio holdings

AUM $179M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.27M
3
+$247K
4
SCI icon
Service Corp International
SCI
+$219K
5
COST icon
Costco
COST
+$208K

Top Sells

1
+$1.6M
2
+$1.09M
3
+$272K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$270K
5
MCD icon
McDonald's
MCD
+$236K

Sector Composition

1 Consumer Discretionary 39.19%
2 Financials 12.75%
3 Healthcare 10.81%
4 Industrials 9.26%
5 Technology 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.6M 36.48%
161,962
-574
2
$5.42M 3.01%
10,463
-297
3
$5.34M 2.97%
16,942
-723
4
$5.32M 2.96%
17,417
-696
5
$4.89M 2.72%
15,788
-747
6
$4.82M 2.68%
36,005
-2,075
7
$4.38M 2.43%
78,858
+21,725
8
$4.18M 2.32%
58,467
-1,441
9
$4.08M 2.27%
20,544
-328
10
$4.07M 2.26%
36,645
-906
11
$4.04M 2.25%
13,301
-777
12
$3.91M 2.17%
46,631
-2,491
13
$3.91M 2.17%
50,909
-1,736
14
$3.51M 1.95%
22,874
-1,092
15
$3.51M 1.95%
107,593
-2,543
16
$3.2M 1.78%
66,284
-1,522
17
$3.18M 1.77%
61,641
-3,896
18
$3.14M 1.75%
12,776
-715
19
$2.84M 1.58%
90,421
-1,467
20
$2.71M 1.51%
+12,259
21
$2.65M 1.47%
10,751
-433
22
$2.54M 1.41%
26,869
-1,054
23
$2.41M 1.34%
3,080
-27
24
$2.41M 1.34%
11,981
-607
25
$2.15M 1.19%
33,450
-1,823
1
2 3