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
$1.14B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.6M
3
+$36.1M
4
FDX icon
FedEx
FDX
+$35.8M
5
KMI icon
Kinder Morgan
KMI
+$34.4M

Top Sells

1
+$61.6M
2
+$54.1M
3
+$50.1M
4
WMB icon
Williams Companies
WMB
+$46.4M
5
LYB icon
LyondellBasell Industries
LYB
+$41.7M

Sector Composition

1 Financials 28.06%
2 Industrials 13.14%
3 Consumer Discretionary 11.39%
4 Technology 8.18%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$628K 0.06%
8,700
-12,800
102
$614K 0.05%
+7,600
103
$609K 0.05%
+12,900
104
$609K 0.05%
+43,082
105
$602K 0.05%
+14,000
106
$598K 0.05%
+25,000
107
$597K 0.05%
+32,500
108
$593K 0.05%
6,300
-94,450
109
$576K 0.05%
5,700
-7,500
110
$573K 0.05%
11,400
-13,900
111
$571K 0.05%
5,600
-8,900
112
$556K 0.05%
+23,500
113
$554K 0.05%
61,000
-80,000
114
$532K 0.05%
8,000
-15,200
115
$520K 0.05%
+5,000
116
$515K 0.05%
+9,600
117
$492K 0.04%
15,900
-28,800
118
$472K 0.04%
18,281
-26,319
119
$468K 0.04%
+2,200
120
$455K 0.04%
+28,000
121
$452K 0.04%
+1,993
122
$448K 0.04%
+61,200
123
$444K 0.04%
+16,197
124
$431K 0.04%
10,800
-22,200
125
$377K 0.03%
+8,900
3 4
5
6 7