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
$250M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$11.9M
4
STN icon
Stantec
STN
+$9.18M
5
TRP icon
TC Energy
TRP
+$8.42M

Top Sells

1
+$19M
2
+$17.5M
3
+$14.1M
4
AVGO icon
Broadcom
AVGO
+$13.3M
5
LLY icon
Eli Lilly
LLY
+$12.7M

Sector Composition

1 Financials 26.05%
2 Industrials 16.95%
3 Technology 16.48%
4 Energy 8.09%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.09%
+115,890
27
$2.14M 0.86%
27,640
-11,190
28
$2.06M 0.83%
+31,250
29
$1.91M 0.77%
100,400
+42,350
30
$1.7M 0.68%
173,600
+96,500
31
$1.62M 0.65%
47,900
+28,650
32
$1.5M 0.6%
12,400
+5,650
33
$1.5M 0.6%
28,360
+14,030
34
$1.45M 0.58%
34,200
+19,600
35
$1.44M 0.58%
+9,250
36
$1.44M 0.57%
5,890
+2,995
37
$1.38M 0.55%
23,800
+12,300
38
$1.07M 0.43%
+40,400
39
$1.03M 0.41%
29,000
+19,800
40
$966K 0.39%
28,300
-4,500
41
$913K 0.37%
39,100
+26,600
42
$835K 0.33%
80,400
+54,800
43
$815K 0.33%
14,154
+7,427
44
$782K 0.31%
56,108
+27,054
45
$778K 0.31%
7,570
+500
46
$731K 0.29%
23,600
+12,200
47
$726K 0.29%
50,622
+25,811
48
$710K 0.28%
+14,200
49
$701K 0.28%
22,276
+14,038
50
$700K 0.28%
14,500
+900
1
2
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