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
$769M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$14.3M
3
+$13.7M
4
PGR icon
Progressive
PGR
+$13.5M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$25.9M
2
+$18.8M
3
+$13.8M
4
ENB icon
Enbridge
ENB
+$12.9M
5
MRK icon
Merck
MRK
+$12.7M

Sector Composition

1 Financials 18.34%
2 Technology 11.38%
3 Industrials 9.67%
4 Energy 8.54%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 1.63%
318,200
+143,300
27
$10.9M 1.41%
47,733
+19,961
28
$10.6M 1.37%
245,685
+89,972
29
$10.3M 1.34%
62,300
+18,800
30
$9.89M 1.29%
274,245
-357,894
31
$9.79M 1.27%
+75,100
32
$9.46M 1.23%
+45,535
33
$9.29M 1.21%
+172,300
34
$8.63M 1.12%
264,800
-300
35
$7.66M 1%
140,742
-60,378
36
$7.54M 0.98%
147,140
-178,952
37
$7.53M 0.98%
+77,080
38
$7.51M 0.98%
+41,000
39
$7.19M 0.94%
14,865
-1,395
40
$7.12M 0.93%
62,212
+15,217
41
$6.92M 0.9%
+438,500
42
$5.79M 0.75%
86,532
-7,331
43
$5.57M 0.72%
38,000
+30,400
44
$5.49M 0.71%
19,995
+1,270
45
$5.21M 0.68%
+193,900
46
$5.16M 0.67%
172,000
-45,000
47
$5.02M 0.65%
+28,200
48
$4.91M 0.64%
77,200
-3,560
49
$4.82M 0.63%
94,150
-31,750
50
$4.77M 0.62%
28,600
+27,600
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