BCM
Barometer Capital Management Portfolio holdings
AUM
$362M
1-Year Return
60.62%
This Quarter Return
+10.29%
1 Year Return
+60.62%
3 Year Return
+265.45%
5 Year Return
+1,026.89%
10 Year Return
+7,461.45%
AUM
$460M
AUM Growth
+$61.4M
(+15%)
Cap. Flow
+$50.3M
Cap. Flow
% of AUM
10.93%
Top 10 Holdings %
Top 10 Hldgs %
61.24%
Holding
145
New
63
Increased
19
Reduced
13
Closed
48
Top Buys
| 1 |
Wells Fargo
WFC
|
$38.7M |
| 2 |
Merck
MRK
|
$35.5M |
| 3 |
Amgen
AMGN
|
$30.4M |
| 4 |
Oracle
ORCL
|
$29M |
| 5 |
SE
Spectra Energy Corp Wi
SE
|
$28M |
Top Sells
| 1 |
GE Aerospace
GE
|
$31.5M |
| 2 |
Boeing
BA
|
$29.6M |
| 3 |
Apple
AAPL
|
$24.7M |
| 4 |
Melco Resorts & Entertainment
MLCO
|
$22.8M |
| 5 |
Alerian MLP ETF
AMLP
|
$19.5M |
Sector Composition
| 1 | Financials | 21.3% |
| 2 | Healthcare | 18.02% |
| 3 | Technology | 14.48% |
| 4 | Industrials | 12.11% |
| 5 | Materials | 5.27% |
