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
$899M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$23.8M
3
+$23M
4
META icon
Meta Platforms (Facebook)
META
+$22.9M
5
APA icon
APA Corp
APA
+$22.5M

Top Sells

1
+$31.9M
2
+$27.6M
3
+$27.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$22.4M
5
AWK icon
American Water Works
AWK
+$22.1M

Sector Composition

1 Technology 16.89%
2 Financials 16.85%
3 Industrials 11.68%
4 Energy 10.28%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.85M 0.54%
+129,100
52
$4.64M 0.52%
+27,800
53
$4.6M 0.51%
104,000
-447,100
54
$4.58M 0.51%
+105,000
55
$4.47M 0.5%
+35,300
56
$4.25M 0.47%
144,200
-70,800
57
$4.11M 0.46%
+714,800
58
$3.86M 0.43%
71,196
-87,000
59
$3.72M 0.41%
147,200
+16,500
60
$3.67M 0.41%
+70,500
61
$3.6M 0.4%
+86,600
62
$3.55M 0.39%
146,400
+18,000
63
$3.54M 0.39%
143,400
+89,100
64
$3.51M 0.39%
55,300
+14,900
65
$3.26M 0.36%
61,300
-5,400
66
$3.18M 0.35%
+84,800
67
$3.11M 0.35%
49,800
+26,000
68
$3.03M 0.34%
133,500
-17,500
69
$3.03M 0.34%
89,700
+52,700
70
$2.98M 0.33%
36,500
-3,900
71
$2.95M 0.33%
59,310
-249,100
72
$2.91M 0.32%
85,100
+10,900
73
$2.89M 0.32%
+46,600
74
$2.88M 0.32%
22,500
-1,200
75
$2.87M 0.32%
+19,300
1 2
3
4 5