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
$1.29B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$20.7M
3
+$19.7M
4
LLY icon
Eli Lilly
LLY
+$17M
5
VZ icon
Verizon
VZ
+$16.4M

Top Sells

1
+$25.6M
2
+$22.9M
3
+$21.3M
4
TDG icon
TransDigm Group
TDG
+$21.1M
5
SPGI icon
S&P Global
SPGI
+$17.1M

Sector Composition

1 Healthcare 15.82%
2 Technology 13.84%
3 Financials 13.5%
4 Industrials 12.96%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.24M 0.41%
37,000
-16,415
102
$5.05M 0.39%
12,900
-2,500
103
$4.97M 0.39%
39,000
+37,700
104
$4.83M 0.38%
+51,200
105
$4.76M 0.37%
123,900
-28,000
106
$4.68M 0.36%
+80,700
107
$4.67M 0.36%
+72,300
108
$4.63M 0.36%
343,500
-173,000
109
$4.32M 0.34%
107,700
-15,800
110
$4.15M 0.32%
+28,100
111
$4.02M 0.31%
102,100
-108,800
112
$4.01M 0.31%
+117,400
113
$3.8M 0.3%
95,000
-93,500
114
$3.65M 0.28%
78,403
-59,000
115
$3.51M 0.27%
+27,400
116
$3.5M 0.27%
58,700
-100,400
117
$3.31M 0.26%
+29,225
118
$3.27M 0.25%
+105,700
119
$3.26M 0.25%
+76,000
120
$2.98M 0.23%
103,600
+13,600
121
$2.92M 0.23%
16,875
-27,350
122
$2.87M 0.22%
+61,200
123
$2.83M 0.22%
+75,100
124
$2.81M 0.22%
+44,700
125
$2.74M 0.21%
+57,900
3 4
5
6 7