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
$250M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$11.9M
4
STN icon
Stantec
STN
+$9.18M
5
TRP icon
TC Energy
TRP
+$8.42M

Top Sells

1
+$19M
2
+$17.5M
3
+$14.1M
4
AVGO icon
Broadcom
AVGO
+$13.3M
5
LLY icon
Eli Lilly
LLY
+$12.7M

Sector Composition

1 Financials 26.05%
2 Industrials 16.95%
3 Technology 16.48%
4 Energy 8.09%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.28%
+4,000
52
$675K 0.27%
75,400
+51,400
53
$672K 0.27%
+11,140
54
$653K 0.26%
7,400
-600
55
$651K 0.26%
22,500
+4,500
56
$629K 0.25%
3,326
+2,133
57
$618K 0.25%
13,700
-4,600
58
$607K 0.24%
6,800
+3,500
59
$596K 0.24%
+14,600
60
$595K 0.24%
8,900
+4,600
61
$588K 0.24%
+14,300
62
$581K 0.23%
115,306
+45,506
63
$555K 0.22%
9,178
+4,689
64
$554K 0.22%
+6,100
65
$529K 0.21%
15,500
+3,000
66
$524K 0.21%
4,600
-1,500
67
$497K 0.2%
+12,100
68
$488K 0.2%
+70,832
69
$480K 0.19%
+3,300
70
$463K 0.19%
+4,108
71
$441K 0.18%
+74,342
72
$425K 0.17%
211,800
+109,400
73
$406K 0.16%
13,584
74
$401K 0.16%
19,100
+9,900
75
$395K 0.16%
+5,800
1 2
3
4 5