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
$929M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$27.6M
3
+$26.4M
4
UNH icon
UnitedHealth
UNH
+$25.1M
5
UNM icon
Unum
UNM
+$22.1M

Top Sells

1
+$25.4M
2
+$17.5M
3
+$14.9M
4
PGR icon
Progressive
PGR
+$13.5M
5
ECL icon
Ecolab
ECL
+$11.6M

Sector Composition

1 Financials 23.71%
2 Technology 13.02%
3 Industrials 9.07%
4 Communication Services 8.05%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.19%
+16,500
102
$1.76M 0.19%
+77,200
103
$1.75M 0.19%
+136,800
104
$1.61M 0.17%
+17,750
105
$1.46M 0.16%
13,700
-238,350
106
$1.44M 0.15%
16,500
-25,500
107
$1.42M 0.15%
+78,000
108
$1.35M 0.15%
+20,100
109
$1.33M 0.14%
+21,300
110
$1.29M 0.14%
48,400
-117,400
111
$1.18M 0.13%
+41,400
112
$1.15M 0.12%
+8,290
113
$1.02M 0.11%
+22,400
114
$960K 0.1%
+10,400
115
$938K 0.1%
14,400
-41,800
116
$897K 0.1%
+21,700
117
$809K 0.09%
9,050
+2,475
118
$642K 0.07%
3,400
-11,000
119
$539K 0.06%
+1,498
120
$477K 0.05%
+6,590
121
$463K 0.05%
+24,000
122
$427K 0.05%
1,200
-10,400
123
$420K 0.05%
+2,100
124
$409K 0.04%
3,500
+1,100
125
$389K 0.04%
+4,000
3 4
5
6 7