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
$390M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.6M
3
+$13.5M
4
ORCL icon
Oracle
ORCL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$11.8M

Top Sells

1
+$15.6M
2
+$13.9M
3
+$13.7M
4
BMO icon
Bank of Montreal
BMO
+$12.9M
5
TMUS icon
T-Mobile US
TMUS
+$12.6M

Sector Composition

1 Technology 24.49%
2 Financials 24.18%
3 Industrials 14.71%
4 Materials 7.86%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.22M 1.34%
119,282
-47,127
27
$5.11M 1.31%
+109,600
28
$4.81M 1.23%
36,250
+7,087
29
$4.8M 1.23%
+21,340
30
$4.43M 1.14%
71,600
-5,100
31
$4.36M 1.12%
+20,563
32
$4.19M 1.07%
+33,110
33
$4.06M 1.04%
+69,740
34
$4.01M 1.03%
+159,900
35
$3.68M 0.95%
90,370
-420
36
$3.46M 0.89%
+81,790
37
$3.46M 0.89%
+26,530
38
$3.32M 0.85%
+56,430
39
$3.31M 0.85%
+33,750
40
$3.27M 0.84%
+16,362
41
$3.21M 0.82%
+29,420
42
$3M 0.77%
+44,270
43
$2.99M 0.77%
+45,100
44
$2.93M 0.75%
27,550
-90,830
45
$2.9M 0.74%
+29,710
46
$2.8M 0.72%
36,356
-22,000
47
$2.54M 0.65%
7,400
-30,973
48
$2.51M 0.64%
+36,200
49
$2.45M 0.63%
23,200
+12,600
50
$2.44M 0.63%
+9,920
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