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
$929M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$27.6M
3
+$26.4M
4
UNH icon
UnitedHealth
UNH
+$25.1M
5
UNM icon
Unum
UNM
+$22.1M

Top Sells

1
+$25.4M
2
+$17.5M
3
+$14.9M
4
PGR icon
Progressive
PGR
+$13.5M
5
ECL icon
Ecolab
ECL
+$11.6M

Sector Composition

1 Financials 23.71%
2 Technology 13.02%
3 Industrials 9.07%
4 Communication Services 8.05%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.95M 0.32%
+54,100
77
$2.69M 0.29%
+17,800
78
$2.68M 0.29%
+116,000
79
$2.67M 0.29%
+59,400
80
$2.65M 0.29%
33,400
-20,200
81
$2.65M 0.29%
145,900
+100
82
$2.57M 0.28%
58,400
-29,600
83
$2.54M 0.27%
+21,200
84
$2.52M 0.27%
55,500
-9,600
85
$2.49M 0.27%
155,100
-44,800
86
$2.44M 0.26%
+87,300
87
$2.43M 0.26%
30,200
+15,100
88
$2.42M 0.26%
58,800
-36,000
89
$2.38M 0.26%
+51,200
90
$2.3M 0.25%
+34,000
91
$2.25M 0.24%
38,700
-26,200
92
$2.24M 0.24%
82,600
-19,500
93
$2.18M 0.23%
33,900
-10,100
94
$2.14M 0.23%
73,000
-83,000
95
$2.14M 0.23%
+65,500
96
$1.94M 0.21%
+34,400
97
$1.94M 0.21%
+15,700
98
$1.93M 0.21%
+53,000
99
$1.91M 0.21%
+31,400
100
$1.8M 0.19%
33,200
-15,200
2 3
4
5 6