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
$1.02B
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$26.8M
3
+$26.3M
4
T icon
AT&T
T
+$25.4M
5
NEE icon
NextEra Energy
NEE
+$24.7M

Top Sells

1
+$40.9M
2
+$34.6M
3
+$28.6M
4
V icon
Visa
V
+$28.1M
5
AIG icon
American International
AIG
+$28M

Sector Composition

1 Industrials 18.08%
2 Consumer Staples 12.98%
3 Energy 9.8%
4 Communication Services 9.1%
5 Materials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.16M 0.41%
+50,500
52
$4.08M 0.4%
+32,400
53
$4.07M 0.4%
+112,500
54
$4.03M 0.39%
+47,600
55
$3.98M 0.39%
+42,000
56
$3.93M 0.38%
+46,700
57
$3.77M 0.37%
+495,000
58
$3.65M 0.36%
159,100
-222,900
59
$3.49M 0.34%
+128,400
60
$3.38M 0.33%
+43,800
61
$3.1M 0.3%
+83,400
62
$2.89M 0.28%
+72,300
63
$2.89M 0.28%
+36,300
64
$2.88M 0.28%
64,900
+31,600
65
$2.73M 0.27%
148,200
+25,200
66
$2.49M 0.24%
+37,800
67
$2.48M 0.24%
+91,400
68
$2.42M 0.24%
+50,693
69
$2.33M 0.23%
78,900
+23,700
70
$2.2M 0.21%
+17,700
71
$2.19M 0.21%
+61,600
72
$2.15M 0.21%
+150,600
73
$2.12M 0.21%
+18,000
74
$2.11M 0.21%
+38,000
75
$2.02M 0.2%
+59,800
1 2
3
4 5