BCM

Barometer Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 72.18%
This Quarter Est. Return
1 Year Est. Return
+72.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$899M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$23.8M
3
+$23M
4
META icon
Meta Platforms (Facebook)
META
+$22.9M
5
APA icon
APA Corp
APA
+$22.5M

Top Sells

1
+$31.9M
2
+$27.6M
3
+$27.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$22.4M
5
AWK icon
American Water Works
AWK
+$22.1M

Sector Composition

1 Technology 16.89%
2 Financials 16.85%
3 Industrials 11.68%
4 Energy 10.28%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.49%
+203,300
27
$13.2M 1.47%
265,329
-80,256
28
$13.2M 1.46%
+109,800
29
$13.1M 1.46%
413,400
+394,300
30
$12.9M 1.43%
173,500
-21,200
31
$11.9M 1.32%
+104,900
32
$11.4M 1.27%
283,650
+251,250
33
$10.8M 1.2%
247,235
+219,988
34
$10.2M 1.13%
+2,365,500
35
$9.02M 1%
683,300
-698,200
36
$8.92M 0.99%
494,550
+65,050
37
$8.89M 0.99%
+82,400
38
$8.57M 0.95%
51,760
+6,060
39
$8.55M 0.95%
+197,650
40
$8.1M 0.9%
4,728,000
-1,004,720
41
$7.98M 0.89%
+25,500
42
$6.9M 0.77%
+807,350
43
$6.42M 0.71%
59,100
+49,600
44
$6.22M 0.69%
+148,900
45
$5.99M 0.67%
347,000
-2,000
46
$5.88M 0.65%
+208,000
47
$5.77M 0.64%
242,600
48
$5.52M 0.61%
142,000
+22,000
49
$4.92M 0.55%
+153,400
50
$4.86M 0.54%
+3,300
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