BCM

Barometer Capital Management Portfolio holdings

AUM $362M
1-Year Est. Return 60.62%
This Quarter Est. Return
1 Year Est. Return
+60.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.86M
3
+$7.72M
4
SPG icon
Simon Property Group
SPG
+$5.59M
5
C icon
Citigroup
C
+$5.16M

Top Sells

1
+$10.1M
2
+$10.1M
3
+$7.82M
4
RIO icon
Rio Tinto
RIO
+$7.43M
5
TECK icon
Teck Resources
TECK
+$7.04M

Sector Composition

1 Financials 21.28%
2 Industrials 17.54%
3 Technology 16.1%
4 Energy 10.14%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.28M 1.37%
18,406
-3,071
27
$4.95M 1.28%
+14,715
28
$4.46M 1.16%
46,540
+1,380
29
$4.44M 1.15%
14,158
+7,402
30
$4.29M 1.11%
7,995
-166
31
$4.24M 1.1%
43,530
-7,990
32
$4.22M 1.1%
+16,392
33
$4.04M 1.05%
59,730
-103,990
34
$3.86M 1%
9,827
+340
35
$3.84M 0.99%
+158,022
36
$3.56M 0.92%
64,440
+1,650
37
$3.33M 0.86%
19,045
-7,740
38
$3.33M 0.86%
49,840
-20,020
39
$2.71M 0.7%
20,301
+681
40
$2.51M 0.65%
20,389
+149
41
$2.39M 0.62%
64,500
-100
42
$2.28M 0.59%
10,220
+5,820
43
$2.13M 0.55%
+19,200
44
$2.13M 0.55%
15,200
-500
45
$2.1M 0.55%
3,034
+601
46
$1.99M 0.52%
11,100
+5,600
47
$1.78M 0.46%
29,800
-900
48
$1.74M 0.45%
26,280
-3,010
49
$1.34M 0.35%
41,700
+7,900
50
$1.31M 0.34%
8,059
-1,111
1
2
3 4 5