BCM
Barometer Capital Management Portfolio holdings
AUM
$362M
This Quarter Return
+8.41%
1 Year Return
+60.62%
3 Year Return
+265.45%
5 Year Return
+1,026.89%
10 Year Return
+7,461.45%
AUM
$899M
AUM Growth
+$899M
(-11%)
Cap. Flow
-$114M
Cap. Flow
% of AUM
-12.68%
Top 10 Holdings %
Top 10 Hldgs %
28.01%
Holding
191
New
56
Increased
27
Reduced
42
Closed
61
Top Buys
| 1 |
Texas Instruments
TXN
|
$24.9M |
| 2 |
Bank of America
BAC
|
$23.8M |
| 3 |
JPMorgan Chase
JPM
|
$23M |
| 4 |
Meta Platforms (Facebook)
META
|
$22.9M |
| 5 |
APA Corp
APA
|
$22.5M |
Top Sells
| 1 |
Equinix
EQIX
|
$31.9M |
| 2 |
Lockheed Martin
LMT
|
$27.6M |
| 3 |
AT&T
T
|
$27.4M |
| 4 |
Bristol-Myers Squibb
BMY
|
$22.4M |
| 5 |
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% |
