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
$250M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$11.9M
4
STN icon
Stantec
STN
+$9.18M
5
TRP icon
TC Energy
TRP
+$8.42M

Top Sells

1
+$19M
2
+$17.5M
3
+$14.1M
4
AVGO icon
Broadcom
AVGO
+$13.3M
5
LLY icon
Eli Lilly
LLY
+$12.7M

Sector Composition

1 Financials 26.05%
2 Industrials 16.95%
3 Technology 16.48%
4 Energy 8.09%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.15%
27,424
+19,562
77
$381K 0.15%
6,700
-1,600
78
$378K 0.15%
22,100
+11,400
79
$366K 0.15%
18,342
+12,228
80
$365K 0.15%
39,819
81
$352K 0.14%
83,272
82
$333K 0.13%
41,417
83
$328K 0.13%
24,068
+6,634
84
$322K 0.13%
10,889
85
$313K 0.13%
51,204
86
$288K 0.12%
36,300
87
$277K 0.11%
29,800
88
$275K 0.11%
4,072
+2,036
89
$270K 0.11%
18,146
90
$267K 0.11%
+3,950
91
$257K 0.1%
+6,100
92
$244K 0.1%
10,448
+5,224
93
$240K 0.1%
73,900
+38,200
94
$236K 0.09%
11,376
95
$233K 0.09%
9,417
-1,300
96
$232K 0.09%
9,589
-298
97
$229K 0.09%
30,894
+15,447
98
$223K 0.09%
10,100
+700
99
$222K 0.09%
46,405
+24,500
100
$218K 0.09%
1,530
2 3
4
5 6