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
$929M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$27.6M
3
+$26.4M
4
UNH icon
UnitedHealth
UNH
+$25.1M
5
UNM icon
Unum
UNM
+$22.1M

Top Sells

1
+$25.4M
2
+$17.5M
3
+$14.9M
4
PGR icon
Progressive
PGR
+$13.5M
5
ECL icon
Ecolab
ECL
+$11.6M

Sector Composition

1 Financials 23.71%
2 Technology 13.02%
3 Industrials 9.07%
4 Communication Services 8.05%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.03M 0.65%
+45,300
52
$6M 0.65%
83,800
+37,800
53
$5.68M 0.61%
+19,150
54
$5.56M 0.6%
242,400
-196,100
55
$5.21M 0.56%
26,200
-14,800
56
$5.03M 0.54%
108,200
-166,045
57
$4.88M 0.53%
56,700
-133,086
58
$4.88M 0.53%
+155,400
59
$4.68M 0.5%
77,400
+200
60
$4.29M 0.46%
27,700
+15,800
61
$4.27M 0.46%
+63,900
62
$4.24M 0.46%
28,500
-63,200
63
$4.15M 0.45%
+136,200
64
$3.94M 0.42%
193,700
-520,750
65
$3.78M 0.41%
103,200
+31,000
66
$3.74M 0.4%
51,000
+42,900
67
$3.57M 0.38%
87,700
-157,985
68
$3.42M 0.37%
35,200
-4,395
69
$3.41M 0.37%
17,200
-58,700
70
$3.18M 0.34%
+56,300
71
$3.16M 0.34%
+54,500
72
$3.15M 0.34%
89,400
-29,100
73
$3.09M 0.33%
+61,000
74
$3.05M 0.33%
70,500
-32,100
75
$2.98M 0.32%
21,900
1 2
3
4 5