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
$390M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.6M
3
+$13.5M
4
ORCL icon
Oracle
ORCL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$11.8M

Top Sells

1
+$15.6M
2
+$13.9M
3
+$13.7M
4
BMO icon
Bank of Montreal
BMO
+$12.9M
5
TMUS icon
T-Mobile US
TMUS
+$12.6M

Sector Composition

1 Technology 24.49%
2 Financials 24.18%
3 Industrials 14.71%
4 Materials 7.86%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$878K 0.23%
11,670
-730
77
$874K 0.22%
42,800
+19,200
78
$808K 0.21%
15,200
-6,950
79
$803K 0.21%
12,300
+600
80
$780K 0.2%
11,090
-3,810
81
$776K 0.2%
14,540
+5,540
82
$730K 0.19%
+15,200
83
$729K 0.19%
8,800
+1,100
84
$721K 0.19%
7,125
+925
85
$700K 0.18%
+12,600
86
$637K 0.16%
3,053
+2,778
87
$625K 0.16%
5,700
+500
88
$614K 0.16%
+12,300
89
$588K 0.15%
6,400
-3,700
90
$577K 0.15%
1,220
-29,009
91
$576K 0.15%
+12,840
92
$553K 0.14%
+13,700
93
$544K 0.14%
+3,600
94
$533K 0.14%
+5,300
95
$525K 0.13%
+19,700
96
$486K 0.12%
+6,500
97
$453K 0.12%
10,600
+6,100
98
$438K 0.11%
+22,000
99
$429K 0.11%
5,200
-2,300
100
$357K 0.09%
+4,300
2 3
4
5 6