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
$550M
AUM Growth
-$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.8M
3
+$18.1M
4
LMT icon
Lockheed Martin
LMT
+$14.5M
5
ENB icon
Enbridge
ENB
+$14.4M

Top Sells

1
+$22.9M
2
+$19.1M
3
+$17.4M
4
BN icon
Brookfield
BN
+$16.7M
5
AAPL icon
Apple
AAPL
+$16.2M

Sector Composition

1 Materials 26.04%
2 Energy 24.04%
3 Financials 14.69%
4 Industrials 6.92%
5 Communication Services 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.33%
40,000
-1,600
52
$1.68M 0.31%
+44,800
53
$1.67M 0.3%
24,570
+18,470
54
$1.65M 0.3%
27,000
-8,000
55
$1.65M 0.3%
+107,500
56
$1.63M 0.3%
12,100
+6,700
57
$1.63M 0.3%
+33,800
58
$1.61M 0.29%
183,200
+16,900
59
$1.6M 0.29%
38,000
+6,000
60
$1.56M 0.28%
+90,300
61
$1.55M 0.28%
33,100
-1,400
62
$1.53M 0.28%
+5,400
63
$1.52M 0.28%
+55,950
64
$1.5M 0.27%
106,400
-6,100
65
$1.5M 0.27%
57,200
-900
66
$1.36M 0.25%
29,000
+500
67
$1.33M 0.24%
14,900
+400
68
$1.27M 0.23%
6,100
+4,000
69
$1.25M 0.23%
+11,300
70
$1.23M 0.22%
+17,200
71
$1.2M 0.22%
+5,558
72
$1.15M 0.21%
52,500
+700
73
$1.13M 0.21%
10,570
+3,170
74
$1.08M 0.2%
29,800
-8,800
75
$968K 0.18%
+12,275
1 2
3
4 5