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
$250M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.5M
3
+$11.9M
4
STN icon
Stantec
STN
+$9.18M
5
TRP icon
TC Energy
TRP
+$8.42M

Top Sells

1
+$19M
2
+$17.5M
3
+$14.1M
4
AVGO icon
Broadcom
AVGO
+$13.3M
5
LLY icon
Eli Lilly
LLY
+$12.7M

Sector Composition

1 Financials 26.05%
2 Industrials 16.95%
3 Technology 16.48%
4 Energy 8.09%
5 Communication Services 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.09%
+480
102
$208K 0.08%
+55,500
103
$206K 0.08%
+835
104
$203K 0.08%
18,800
105
$198K 0.08%
22,300
106
$189K 0.08%
7,300
107
$188K 0.08%
10,000
108
$187K 0.07%
+9,800
109
$187K 0.07%
+10,900
110
$182K 0.07%
+5,000
111
$181K 0.07%
11,612
+5,806
112
$179K 0.07%
2,300
113
$177K 0.07%
70,700
114
$176K 0.07%
21,924
115
$174K 0.07%
+580
116
$172K 0.07%
3,043
117
$168K 0.07%
60,500
118
$163K 0.07%
44,500
119
$162K 0.06%
+12,000
120
$151K 0.06%
2,308
121
$143K 0.06%
+4,700
122
$143K 0.06%
1,348
123
$140K 0.06%
+2,638
124
$134K 0.05%
3,080
125
$129K 0.05%
11,400
+700
3 4
5
6 7