BCM
Barometer Capital Management Portfolio holdings
AUM
$362M
This Quarter Return
+14.21%
1 Year Return
+60.62%
3 Year Return
+265.45%
5 Year Return
+1,026.89%
10 Year Return
+7,461.45%
AUM
$527M
AUM Growth
+$527M
(+15%)
Cap. Flow
+$38.6M
Cap. Flow
% of AUM
7.31%
Top 10 Holdings %
Top 10 Hldgs %
65.65%
Holding
144
New
47
Increased
27
Reduced
16
Closed
48
Top Buys
| 1 |
Williams Companies
WMB
|
$55.3M |
| 2 |
Altria Group
MO
|
$36M |
| 3 |
American Tower
AMT
|
$29.5M |
| 4 |
American Express
AXP
|
$28.8M |
| 5 |
SE
Spectra Energy Corp Wi
SE
|
$15.7M |
Top Sells
| 1 |
Fifth Third Bancorp
FITB
|
$33.6M |
| 2 |
Amgen
AMGN
|
$30.4M |
| 3 |
Merck
MRK
|
$30.3M |
| 4 |
Micron Technology
MU
|
$22.4M |
| 5 |
Bank of America
BAC
|
$19.2M |
Sector Composition
| 1 | Energy | 17.2% |
| 2 | Financials | 15.23% |
| 3 | Technology | 12.52% |
| 4 | Materials | 7.78% |
| 5 | Industrials | 7.75% |
