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
$769M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$14.3M
3
+$13.7M
4
PGR icon
Progressive
PGR
+$13.5M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$25.9M
2
+$18.8M
3
+$13.8M
4
ENB icon
Enbridge
ENB
+$12.9M
5
MRK icon
Merck
MRK
+$12.7M

Sector Composition

1 Financials 18.34%
2 Technology 11.38%
3 Industrials 9.67%
4 Energy 8.54%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.75M 0.62%
+110,700
52
$4.46M 0.58%
48,200
-115,850
53
$4.41M 0.57%
156,000
+78,100
54
$4.33M 0.56%
92,400
-6,100
55
$4.24M 0.55%
+11,600
56
$4.24M 0.55%
53,600
+20,800
57
$4.24M 0.55%
165,800
+111,700
58
$4.21M 0.55%
24,095
-70,797
59
$4.1M 0.53%
+36,200
60
$4.03M 0.52%
118,500
+86,000
61
$3.96M 0.52%
+162,606
62
$3.92M 0.51%
102,600
+8,900
63
$3.88M 0.5%
46,000
-11,000
64
$3.82M 0.5%
64,900
+27,700
65
$3.8M 0.49%
94,800
-16,800
66
$3.79M 0.49%
+102,100
67
$3.77M 0.49%
66,700
-39,400
68
$3.74M 0.49%
56,200
+16,200
69
$3.69M 0.48%
154,915
-36,665
70
$3.68M 0.48%
95,900
+25,600
71
$3.67M 0.48%
88,000
-21,000
72
$3.63M 0.47%
+85,700
73
$3.63M 0.47%
90,800
+48,200
74
$3.6M 0.47%
+42,000
75
$3.6M 0.47%
39,400
-7,400
1 2
3
4 5