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
$390M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.6M
3
+$13.5M
4
ORCL icon
Oracle
ORCL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$11.8M

Top Sells

1
+$15.6M
2
+$13.9M
3
+$13.7M
4
BMO icon
Bank of Montreal
BMO
+$12.9M
5
TMUS icon
T-Mobile US
TMUS
+$12.6M

Sector Composition

1 Technology 24.49%
2 Financials 24.18%
3 Industrials 14.71%
4 Materials 7.86%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.58%
+15,890
52
$2.16M 0.55%
39,300
+39,000
53
$1.87M 0.48%
+8,300
54
$1.68M 0.43%
+22,190
55
$1.57M 0.4%
+164,350
56
$1.55M 0.4%
11,700
-6,950
57
$1.51M 0.39%
6,310
-26,722
58
$1.44M 0.37%
+14,400
59
$1.37M 0.35%
36,600
-5,600
60
$1.33M 0.34%
+24,580
61
$1.23M 0.31%
31,700
+4,650
62
$1.15M 0.3%
74,620
+2,320
63
$1.15M 0.29%
11,000
+9,550
64
$1.13M 0.29%
135,100
-6,000
65
$1.12M 0.29%
16,300
-226,280
66
$1.06M 0.27%
9,190
-80
67
$1.04M 0.27%
93,300
-550
68
$1M 0.26%
35,400
-450
69
$996K 0.26%
22,190
+5,290
70
$982K 0.25%
15,400
+7,300
71
$980K 0.25%
24,800
-4,350
72
$973K 0.25%
23,000
+100
73
$959K 0.25%
13,410
+2,460
74
$886K 0.23%
+15,100
75
$881K 0.23%
+43,600
1 2
3
4 5