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
$269M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$14.4M
3
+$13.5M
4
BMO icon
Bank of Montreal
BMO
+$11.1M
5
WPM icon
Wheaton Precious Metals
WPM
+$10.6M

Top Sells

1
+$15.8M
2
+$12.7M
3
+$12.5M
4
MSFT icon
Microsoft
MSFT
+$12.3M
5
SPG icon
Simon Property Group
SPG
+$11.3M

Sector Composition

1 Materials 22.3%
2 Financials 21.26%
3 Energy 18.57%
4 Industrials 13.35%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.18%
+22,200
52
$492K 0.18%
+14,100
53
$491K 0.18%
+40,500
54
$487K 0.18%
4,758
+2,450
55
$484K 0.18%
30,211
-20,411
56
$481K 0.18%
+36,763
57
$477K 0.18%
30,854
-25,254
58
$463K 0.17%
34,000
+15,200
59
$436K 0.16%
+22,800
60
$415K 0.15%
+20,500
61
$402K 0.15%
+5,400
62
$400K 0.15%
13,489
+2,600
63
$399K 0.15%
10,000
+2,700
64
$399K 0.15%
+122,002
65
$399K 0.15%
2,403
-923
66
$390K 0.15%
+4,814
67
$385K 0.14%
8,800
-5,700
68
$380K 0.14%
63,604
+12,400
69
$378K 0.14%
+10,200
70
$374K 0.14%
+4,400
71
$365K 0.14%
+3,965
72
$362K 0.13%
5,589
-3,589
73
$358K 0.13%
+42,700
74
$357K 0.13%
+2,330
75
$351K 0.13%
+9,800
1 2
3
4 5