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
$269M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$14.4M
3
+$13.5M
4
BMO icon
Bank of Montreal
BMO
+$11.1M
5
WPM icon
Wheaton Precious Metals
WPM
+$10.6M

Top Sells

1
+$15.8M
2
+$12.7M
3
+$12.5M
4
MSFT icon
Microsoft
MSFT
+$12.3M
5
SPG icon
Simon Property Group
SPG
+$11.3M

Sector Composition

1 Materials 22.3%
2 Financials 21.26%
3 Energy 18.57%
4 Industrials 13.35%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.67%
+117,622
27
$1.39M 0.52%
96,600
+25,900
28
$1.16M 0.43%
100,200
-73,400
29
$1.03M 0.38%
40,600
+10,800
30
$940K 0.35%
64,119
+24,300
31
$741K 0.28%
+3,275
32
$725K 0.27%
35,000
-45,400
33
$715K 0.27%
+5,404
34
$692K 0.26%
+13,320
35
$691K 0.26%
12,684
-900
36
$691K 0.26%
+24,250
37
$689K 0.26%
15,638
-6,638
38
$628K 0.23%
+11,800
39
$625K 0.23%
17,300
-21,800
40
$620K 0.23%
10,250
-18,110
41
$602K 0.22%
+7,971
42
$577K 0.21%
12,550
-35,350
43
$570K 0.21%
11,450
-2,850
44
$552K 0.21%
100,172
+16,900
45
$546K 0.2%
8,600
-15,000
46
$541K 0.2%
+2,820
47
$509K 0.19%
8,900
-25,300
48
$504K 0.19%
7,927
-6,227
49
$500K 0.19%
+7,300
50
$497K 0.19%
+12,600
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