BCM
Barometer Capital Management Portfolio holdings
AUM
$362M
This Quarter Return
-4.99%
1 Year Return
+60.62%
3 Year Return
+265.45%
5 Year Return
+1,026.89%
10 Year Return
+7,461.45%
AUM
$491M
AUM Growth
+$491M
(-62%)
Cap. Flow
-$746M
Cap. Flow
% of AUM
-152.13%
Top 10 Holdings %
Top 10 Hldgs %
38.6%
Holding
194
New
52
Increased
14
Reduced
35
Closed
93
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$28.3M |
| 2 |
Merck
MRK
|
$15.9M |
| 3 |
McDonald's
MCD
|
$14.1M |
| 4 |
Dollar General
DG
|
$12.6M |
| 5 |
Boston Scientific
BSX
|
$12.5M |
Top Sells
| 1 |
Bank of Montreal
BMO
|
$28.7M |
| 2 |
Amazon
AMZN
|
$27.6M |
| 3 |
MSCI
MSCI
|
$26M |
| 4 |
Canadian National Railway
CNI
|
$25.7M |
| 5 |
HCA Healthcare
HCA
|
$24.8M |
Sector Composition
| 1 | Healthcare | 21.13% |
| 2 | Utilities | 6.36% |
| 3 | Communication Services | 5.67% |
| 4 | Technology | 5.39% |
| 5 | Energy | 5.33% |
