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
$269M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$14.4M
3
+$13.5M
4
BMO icon
Bank of Montreal
BMO
+$11.1M
5
WPM icon
Wheaton Precious Metals
WPM
+$10.6M

Top Sells

1
+$15.8M
2
+$12.7M
3
+$12.5M
4
MSFT icon
Microsoft
MSFT
+$12.3M
5
SPG icon
Simon Property Group
SPG
+$11.3M

Sector Composition

1 Materials 22.3%
2 Financials 21.26%
3 Energy 18.57%
4 Industrials 13.35%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$350K 0.13%
+5,205
77
$347K 0.13%
4,500
-4,400
78
$340K 0.13%
13,517
+4,100
79
$333K 0.12%
147,300
+102,800
80
$325K 0.12%
6,800
+4,500
81
$322K 0.12%
9,200
-19,800
82
$322K 0.12%
51,816
-19,016
83
$318K 0.12%
13,535
+3,946
84
$314K 0.12%
14,600
-7,500
85
$312K 0.12%
+5,700
86
$307K 0.11%
32,800
+10,500
87
$293K 0.11%
1,100
+265
88
$292K 0.11%
95,300
-20,006
89
$288K 0.11%
+3,160
90
$282K 0.1%
+29,900
91
$278K 0.1%
32,800
-42,600
92
$273K 0.1%
+9,900
93
$272K 0.1%
+40,200
94
$268K 0.1%
12,600
-6,500
95
$266K 0.1%
6,800
-6,900
96
$264K 0.1%
14,176
+2,800
97
$263K 0.1%
139,800
-72,000
98
$261K 0.1%
21,924
99
$261K 0.1%
+119,500
100
$254K 0.09%
6,400
+1,400
2 3
4
5 6