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
$1.03B
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.2M
3
+$18.7M
4
ABBV icon
AbbVie
ABBV
+$18.5M
5
CAT icon
Caterpillar
CAT
+$18.2M

Top Sells

1
+$30.2M
2
+$20.5M
3
+$18.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$18.6M
5
HD icon
Home Depot
HD
+$17.9M

Sector Composition

1 Industrials 18.9%
2 Financials 18.9%
3 Technology 13.28%
4 Materials 8.61%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.39M 0.43%
120,100
-28,200
77
$4.38M 0.43%
+31,600
78
$4.38M 0.43%
80,100
+10,200
79
$4.26M 0.41%
+31,250
80
$4.16M 0.4%
48,100
+300
81
$4.1M 0.4%
158,500
+64,500
82
$4.03M 0.39%
+92,500
83
$3.97M 0.39%
26,800
-8,800
84
$3.87M 0.38%
+120,400
85
$3.82M 0.37%
+62,900
86
$3.8M 0.37%
84,200
-17,136
87
$3.65M 0.35%
41,000
-8,000
88
$3.36M 0.33%
111,700
-20,700
89
$3.25M 0.32%
103,900
+19,600
90
$3.25M 0.32%
86,900
-55,600
91
$3.22M 0.31%
56,800
+33,200
92
$3.22M 0.31%
107,400
-71,400
93
$3.18M 0.31%
71,200
-14,400
94
$3.15M 0.31%
+56,000
95
$2.98M 0.29%
+88,800
96
$2.83M 0.27%
54,000
+10,500
97
$2.62M 0.25%
+84,100
98
$2.54M 0.25%
+119,000
99
$2.48M 0.24%
+62,300
100
$2.28M 0.22%
40,200
-33,200
2 3
4
5 6