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
$899M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$23.8M
3
+$23M
4
META icon
Meta Platforms (Facebook)
META
+$22.9M
5
APA icon
APA Corp
APA
+$22.5M

Top Sells

1
+$31.9M
2
+$27.6M
3
+$27.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$22.4M
5
AWK icon
American Water Works
AWK
+$22.1M

Sector Composition

1 Technology 16.89%
2 Financials 16.85%
3 Industrials 11.68%
4 Energy 10.28%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.12%
41,700
-14,100
102
$996K 0.11%
+18,200
103
$902K 0.1%
+47,900
104
$887K 0.1%
15,200
-26,400
105
$876K 0.1%
17,500
106
$856K 0.1%
+19,600
107
$852K 0.09%
+28,600
108
$822K 0.09%
+38,000
109
$812K 0.09%
8,400
110
$759K 0.08%
12,000
111
$750K 0.08%
27,500
-100,400
112
$714K 0.08%
+21,500
113
$700K 0.08%
+10,300
114
$682K 0.08%
6,000
-41,600
115
$680K 0.08%
7,600
+1,200
116
$670K 0.07%
16,000
-114,000
117
$640K 0.07%
+20,600
118
$637K 0.07%
50,729
+6,446
119
$602K 0.07%
+5,900
120
$588K 0.07%
+10,400
121
$573K 0.06%
+5,500
122
$562K 0.06%
+25,000
123
$554K 0.06%
+6,900
124
$535K 0.06%
+26,700
125
$533K 0.06%
15,100
3 4
5
6 7