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
$769M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$14.3M
3
+$13.7M
4
PGR icon
Progressive
PGR
+$13.5M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$25.9M
2
+$18.8M
3
+$13.8M
4
ENB icon
Enbridge
ENB
+$12.9M
5
MRK icon
Merck
MRK
+$12.7M

Sector Composition

1 Financials 18.34%
2 Technology 11.38%
3 Industrials 9.67%
4 Energy 8.54%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.59M 0.47%
54,300
-13,200
77
$3.58M 0.47%
+45,900
78
$3.56M 0.46%
39,595
-28,455
79
$3.54M 0.46%
81,000
+3,500
80
$3.32M 0.43%
20,655
+13,785
81
$3.26M 0.42%
30,400
+18,400
82
$3.25M 0.42%
+199,900
83
$3.14M 0.41%
54,400
-24,500
84
$2.91M 0.38%
+74,000
85
$2.9M 0.38%
65,100
+41,100
86
$2.88M 0.37%
102,100
+42,400
87
$2.78M 0.36%
44,000
+19,000
88
$2.72M 0.35%
18,900
-12,400
89
$2.69M 0.35%
14,400
-11,600
90
$2.63M 0.34%
+48,400
91
$2.57M 0.33%
+72,200
92
$2.5M 0.33%
+40,000
93
$2.26M 0.29%
63,000
-11,400
94
$2.24M 0.29%
+51,700
95
$2.23M 0.29%
+156,000
96
$2.21M 0.29%
+73,000
97
$2.18M 0.28%
+84,400
98
$2.13M 0.28%
11,900
+2,400
99
$2.1M 0.27%
21,900
+5,500
100
$1.97M 0.26%
+12,700
2 3
4
5 6