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
$1.03B
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.2M
3
+$18.7M
4
ABBV icon
AbbVie
ABBV
+$18.5M
5
CAT icon
Caterpillar
CAT
+$18.2M

Top Sells

1
+$30.2M
2
+$20.5M
3
+$18.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$18.6M
5
HD icon
Home Depot
HD
+$17.9M

Sector Composition

1 Industrials 18.9%
2 Financials 18.9%
3 Technology 13.28%
4 Materials 8.61%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.13M 0.11%
+32,200
127
$1.12M 0.11%
7,500
-44,600
128
$1.09M 0.11%
7,700
-400
129
$1.05M 0.1%
48,600
-25,200
130
$1M 0.1%
8,400
-108,000
131
$917K 0.09%
+61,100
132
$781K 0.08%
5,600
133
$753K 0.07%
27,800
+7,400
134
$747K 0.07%
+6,300
135
$747K 0.07%
+19,200
136
$745K 0.07%
17,500
137
$699K 0.07%
+49,800
138
$649K 0.06%
12,600
139
$589K 0.06%
+31,900
140
$539K 0.05%
+14,909
141
$537K 0.05%
+10,300
142
$513K 0.05%
+135,600
143
$480K 0.05%
+9,000
144
$462K 0.04%
+8,300
145
$432K 0.04%
14,900
146
$431K 0.04%
+3,300
147
$427K 0.04%
5,600
-79,300
148
$384K 0.04%
+18,700
149
$378K 0.04%
25,667
-1,393,239
150
– –
-65,356
4 5
6
7 8