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
$1.01B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$21.7M
3
+$21.2M
4
TAP icon
Molson Coors Class B
TAP
+$17.7M
5
D icon
Dominion Energy
D
+$15.2M

Top Sells

1
+$33.9M
2
+$26.2M
3
+$26.1M
4
KMB icon
Kimberly-Clark
KMB
+$25.4M
5
META icon
Meta Platforms (Facebook)
META
+$23.5M

Sector Composition

1 Industrials 16.66%
2 Energy 15.36%
3 Healthcare 10.5%
4 Utilities 10.26%
5 Financials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.33M 0.23%
41,600
+3,600
77
$2.24M 0.22%
+40,400
78
$2.24M 0.22%
+31,700
79
$2.23M 0.22%
+53,100
80
$2.23M 0.22%
74,200
-4,700
81
$2.22M 0.22%
+51,600
82
$2.09M 0.21%
+10,900
83
$1.91M 0.19%
104,400
-43,800
84
$1.76M 0.17%
+25,200
85
$1.73M 0.17%
55,500
+6,300
86
$1.69M 0.17%
+65,000
87
$1.67M 0.17%
51,800
+34,000
88
$1.67M 0.17%
+42,600
89
$1.64M 0.16%
59,200
-23,300
90
$1.62M 0.16%
+16,500
91
$1.61M 0.16%
11,600
-2,025
92
$1.44M 0.14%
11,400
-6,600
93
$1.41M 0.14%
+25,600
94
$1.39M 0.14%
+23,800
95
$1.36M 0.14%
55,800
+20,100
96
$1.31M 0.13%
21,100
+2,100
97
$1.29M 0.13%
54,300
+26,700
98
$1.26M 0.13%
8,350
+4,750
99
$1.26M 0.13%
+15,700
100
$1.22M 0.12%
10,700
-205,300
2 3
4
5 6