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
$899M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$23.8M
3
+$23M
4
META icon
Meta Platforms (Facebook)
META
+$22.9M
5
APA icon
APA Corp
APA
+$22.5M

Top Sells

1
+$31.9M
2
+$27.6M
3
+$27.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$22.4M
5
AWK icon
American Water Works
AWK
+$22.1M

Sector Composition

1 Technology 16.89%
2 Financials 16.85%
3 Industrials 11.68%
4 Energy 10.28%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.79M 0.31%
+7,700
77
$2.78M 0.31%
+23,400
78
$2.73M 0.3%
+41,200
79
$2.72M 0.3%
17,675
+6,075
80
$2.72M 0.3%
155,000
+81,000
81
$2.54M 0.28%
+53,600
82
$2.33M 0.26%
34,600
-48,700
83
$2.31M 0.26%
+73,400
84
$2.25M 0.25%
20,300
-7,400
85
$2.08M 0.23%
55,200
-300
86
$1.83M 0.2%
69,200
+10,000
87
$1.75M 0.2%
51,300
-500
88
$1.71M 0.19%
+51,300
89
$1.71M 0.19%
+33,400
90
$1.65M 0.18%
+9,130
91
$1.63M 0.18%
+64,800
92
$1.6M 0.18%
20,750
-4,450
93
$1.44M 0.16%
+21,000
94
$1.37M 0.15%
+17,100
95
$1.34M 0.15%
12,200
-168,200
96
$1.3M 0.15%
22,800
-2,800
97
$1.29M 0.14%
62,400
-42,000
98
$1.23M 0.14%
6,600
-1,750
99
$1.18M 0.13%
+38,000
100
$1.15M 0.13%
+43,400
2 3
4
5 6