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
$1.03B
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.2M
3
+$18.7M
4
ABBV icon
AbbVie
ABBV
+$18.5M
5
CAT icon
Caterpillar
CAT
+$18.2M

Top Sells

1
+$30.2M
2
+$20.5M
3
+$18.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$18.6M
5
HD icon
Home Depot
HD
+$17.9M

Sector Composition

1 Industrials 18.9%
2 Financials 18.9%
3 Technology 13.28%
4 Materials 8.61%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.25M 0.22%
+87,000
102
$2.25M 0.22%
65,500
+1,500
103
$2.25M 0.22%
76,900
-34,100
104
$2.05M 0.2%
20,000
-25,200
105
$2.03M 0.2%
+60,600
106
$2.01M 0.19%
58,900
-38,500
107
$1.89M 0.18%
7,825
108
$1.83M 0.18%
+79,900
109
$1.83M 0.18%
32,200
+1,600
110
$1.82M 0.18%
105,800
+33,900
111
$1.81M 0.18%
+22,900
112
$1.79M 0.17%
81,500
-24,000
113
$1.69M 0.16%
27,600
-9,200
114
$1.62M 0.16%
+47,100
115
$1.61M 0.16%
+9,720
116
$1.6M 0.16%
+37,000
117
$1.6M 0.16%
51,000
-31,900
118
$1.4M 0.14%
17,300
+10,400
119
$1.38M 0.13%
32,800
-16,000
120
$1.37M 0.13%
+9,380
121
$1.36M 0.13%
18,400
-8,800
122
$1.35M 0.13%
+34,300
123
$1.29M 0.12%
+26,400
124
$1.27M 0.12%
120,055
-2,852,837
125
$1.14M 0.11%
28,600
-101,900
3 4
5
6 7