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
$1.01B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$21.7M
3
+$21.2M
4
TAP icon
Molson Coors Class B
TAP
+$17.7M
5
D icon
Dominion Energy
D
+$15.2M

Top Sells

1
+$33.9M
2
+$26.2M
3
+$26.1M
4
KMB icon
Kimberly-Clark
KMB
+$25.4M
5
META icon
Meta Platforms (Facebook)
META
+$23.5M

Sector Composition

1 Industrials 16.66%
2 Energy 15.36%
3 Healthcare 10.5%
4 Utilities 10.26%
5 Financials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.2M 0.12%
12,300
-29,700
102
$1.18M 0.12%
25,800
+11,500
103
$1.16M 0.11%
+31,800
104
$1.14M 0.11%
27,247
-441,398
105
$1.13M 0.11%
74,000
+12,000
106
$1.12M 0.11%
+37,000
107
$1.11M 0.11%
9,700
-2,600
108
$1.1M 0.11%
+20,400
109
$1.1M 0.11%
+42,500
110
$1.08M 0.11%
32,400
-5,400
111
$1.06M 0.11%
11,300
+3,300
112
$958K 0.1%
+13,800
113
$910K 0.09%
9,500
+8,500
114
$901K 0.09%
11,700
+3,300
115
$855K 0.08%
17,500
+8,600
116
$836K 0.08%
+7,300
117
$833K 0.08%
+30,800
118
$828K 0.08%
12,000
-287,700
119
$755K 0.07%
23,003
-15,197
120
$701K 0.07%
+8,400
121
$628K 0.06%
+25,900
122
$582K 0.06%
18,600
-1,083,400
123
$569K 0.06%
92,900
+27,000
124
$566K 0.06%
+6,400
125
$554K 0.05%
+17,600
3 4
5
6 7