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
$1.01B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$21.7M
3
+$21.2M
4
TAP icon
Molson Coors Class B
TAP
+$17.7M
5
D icon
Dominion Energy
D
+$15.2M

Top Sells

1
+$33.9M
2
+$26.2M
3
+$26.1M
4
KMB icon
Kimberly-Clark
KMB
+$25.4M
5
META icon
Meta Platforms (Facebook)
META
+$23.5M

Sector Composition

1 Industrials 16.66%
2 Energy 15.36%
3 Healthcare 10.5%
4 Utilities 10.26%
5 Financials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.22M 0.42%
+34,100
52
$4.15M 0.41%
120,000
-16,000
53
$3.9M 0.39%
76,200
-363,600
54
$3.87M 0.38%
74,500
+52,600
55
$3.87M 0.38%
167,400
+8,300
56
$3.43M 0.34%
127,900
+77,700
57
$3.18M 0.32%
+41,600
58
$3.18M 0.31%
+151,000
59
$3.13M 0.31%
96,400
+61,000
60
$3.12M 0.31%
200,400
+49,800
61
$2.98M 0.29%
198,700
-243,700
62
$2.96M 0.29%
66,700
+30,000
63
$2.96M 0.29%
107,000
+15,600
64
$2.94M 0.29%
27,700
+12,100
65
$2.94M 0.29%
23,700
+11,800
66
$2.91M 0.29%
+40,400
67
$2.91M 0.29%
+46,600
68
$2.9M 0.29%
+128,400
69
$2.89M 0.29%
75,500
-7,900
70
$2.75M 0.27%
+43,000
71
$2.75M 0.27%
+81,500
72
$2.74M 0.27%
+130,700
73
$2.71M 0.27%
+90,900
74
$2.7M 0.27%
+109,100
75
$2.68M 0.27%
49,300
+18,500
1 2
3
4 5