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
$269M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$14.4M
3
+$13.5M
4
BMO icon
Bank of Montreal
BMO
+$11.1M
5
WPM icon
Wheaton Precious Metals
WPM
+$10.6M

Top Sells

1
+$15.8M
2
+$12.7M
3
+$12.5M
4
MSFT icon
Microsoft
MSFT
+$12.3M
5
SPG icon
Simon Property Group
SPG
+$11.3M

Sector Composition

1 Materials 22.3%
2 Financials 21.26%
3 Energy 18.57%
4 Industrials 13.35%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$251K 0.09%
+35,600
102
$250K 0.09%
+134,900
103
$242K 0.09%
+15,765
104
$241K 0.09%
+144,459
105
$233K 0.09%
15,400
+3,400
106
$228K 0.08%
18,017
-23,400
107
$224K 0.08%
+2,550
108
$224K 0.08%
+3,100
109
$214K 0.08%
+11,800
110
$208K 0.08%
14,600
+3,200
111
$207K 0.08%
48,921
-25,421
112
$206K 0.08%
4,400
-23,900
113
$205K 0.08%
+3,400
114
$204K 0.08%
+23,300
115
$198K 0.07%
12,900
+2,800
116
$196K 0.07%
+29,693
117
$190K 0.07%
+10,500
118
$181K 0.07%
60,800
+16,200
119
$178K 0.07%
1,500
+325
120
$175K 0.07%
3,080
121
$172K 0.06%
+4,868
122
$169K 0.06%
7,646
-10,500
123
$165K 0.06%
3,043
124
$164K 0.06%
+4,114
125
$156K 0.06%
+1,004
3 4
5
6 7