BCM
Barometer Capital Management Portfolio holdings
AUM
$362M
This Quarter Return
+7.96%
1 Year Return
+60.62%
3 Year Return
+265.45%
5 Year Return
+1,026.89%
10 Year Return
+7,461.45%
AUM
$984M
AUM Growth
+$984M
(-15%)
Cap. Flow
-$203M
Cap. Flow
% of AUM
-20.65%
Top 10 Holdings %
Top 10 Hldgs %
25.69%
Holding
198
New
57
Increased
39
Reduced
46
Closed
54
Top Buys
| 1 |
Franco-Nevada
FNV
|
$20.3M |
| 2 |
Brookfield
BN
|
$18.9M |
| 3 |
Elevance Health
ELV
|
$18.7M |
| 4 |
Johnson & Johnson
JNJ
|
$18.3M |
| 5 |
NextEra Energy, Inc.
NEE
|
$16.4M |
Top Sells
| 1 |
Canadian Imperial Bank of Commerce
CM
|
$34.1M |
| 2 |
JPMorgan Chase
JPM
|
$29.7M |
| 3 |
Toronto Dominion Bank
TD
|
$26M |
| 4 |
Bank of Montreal
BMO
|
$25.5M |
| 5 |
Unum
UNM
|
$22.1M |
Sector Composition
| 1 | Industrials | 18.55% |
| 2 | Technology | 16.58% |
| 3 | Financials | 14.59% |
| 4 | Healthcare | 9.38% |
| 5 | Materials | 7.16% |
