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
$1.14B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.6M
3
+$36.1M
4
FDX icon
FedEx
FDX
+$35.8M
5
KMI icon
Kinder Morgan
KMI
+$34.4M

Top Sells

1
+$61.6M
2
+$54.1M
3
+$50.1M
4
WMB icon
Williams Companies
WMB
+$46.4M
5
LYB icon
LyondellBasell Industries
LYB
+$41.7M

Sector Composition

1 Financials 28.06%
2 Industrials 13.14%
3 Consumer Discretionary 11.39%
4 Technology 8.18%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.1%
50,100
+4,700
77
$1.1M 0.1%
18,300
-3,700
78
$1.08M 0.1%
17,300
+5,200
79
$998K 0.09%
21,400
+1,000
80
$965K 0.08%
+22,000
81
$908K 0.08%
+10,200
82
$905K 0.08%
+48,000
83
$857K 0.08%
+8,200
84
$827K 0.07%
+10,567
85
$808K 0.07%
6,800
+6,157
86
$774K 0.07%
34,800
-12,300
87
$768K 0.07%
+14,655
88
$763K 0.07%
15,500
-31,400
89
$759K 0.07%
+48,400
90
$756K 0.07%
+11,500
91
$742K 0.07%
+8,500
92
$738K 0.06%
13,600
+4,400
93
$695K 0.06%
9,100
-107,700
94
$693K 0.06%
+66,000
95
$673K 0.06%
+5,500
96
$659K 0.06%
+9,346
97
$652K 0.06%
5,000
+900
98
$648K 0.06%
49,000
+5,000
99
$644K 0.06%
2,500
-24,100
100
$638K 0.06%
5,900
-8,200
2 3
4
5 6