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
$1.29B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$43.1M
3
+$37.3M
4
LOW icon
Lowe's Companies
LOW
+$36.5M
5
DIS icon
Walt Disney
DIS
+$32.8M

Top Sells

1
+$42.1M
2
+$39.1M
3
+$35.7M
4
WDC icon
Western Digital
WDC
+$35M
5
FNV icon
Franco-Nevada
FNV
+$29.9M

Sector Composition

1 Financials 17.7%
2 Healthcare 13.6%
3 Consumer Discretionary 13.33%
4 Industrials 13.26%
5 Communication Services 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.91M 0.38%
16,500
+14,000
52
$4.8M 0.37%
11,358
+858
53
$4.7M 0.36%
46,800
+37,700
54
$4.46M 0.34%
40,800
+34,900
55
$3.88M 0.3%
+42,305
56
$3.51M 0.27%
+20,355
57
$3.11M 0.24%
+175,300
58
$2.82M 0.22%
27,300
+17,100
59
$2.46M 0.19%
+30,300
60
$2.18M 0.17%
+66,000
61
$2.14M 0.17%
34,800
-487,000
62
$2.04M 0.16%
43,875
-61,000
63
$2.03M 0.16%
36,900
+21,400
64
$1.97M 0.15%
+39,921
65
$1.94M 0.15%
19,300
+11,100
66
$1.94M 0.15%
34,600
+8,600
67
$1.93M 0.15%
+29,600
68
$1.92M 0.15%
8,500
+1,300
69
$1.84M 0.14%
41,658
+32,758
70
$1.83M 0.14%
+14,000
71
$1.82M 0.14%
12,000
+900
72
$1.8M 0.14%
75,100
+25,000
73
$1.76M 0.14%
+32,700
74
$1.75M 0.14%
35,800
+14,400
75
$1.74M 0.13%
+61,700
1 2
3
4 5