BCM
Barometer Capital Management Portfolio holdings
AUM
$362M
This Quarter Return
+10.51%
1 Year Return
+60.62%
3 Year Return
+265.45%
5 Year Return
+1,026.89%
10 Year Return
+7,461.45%
AUM
$1.2B
AUM Growth
+$1.2B
(+1.1%)
Cap. Flow
-$32.5M
Cap. Flow
% of AUM
-2.72%
Top 10 Holdings %
Top 10 Hldgs %
24.72%
Holding
188
New
58
Increased
38
Reduced
35
Closed
56
Top Buys
| 1 |
UnitedHealth
UNH
|
$27.6M |
| 2 |
Suncor Energy
SU
|
$26.7M |
| 3 |
HES
Hess
HES
|
$25.2M |
| 4 |
Costco
COST
|
$22.6M |
| 5 |
Canadian Pacific Kansas City
CP
|
$21.4M |
Top Sells
| 1 |
Lockheed Martin
LMT
|
$28.9M |
| 2 |
Marriott International Class A Common Stock
MAR
|
$28.5M |
| 3 |
Royal Bank of Canada
RY
|
$27.4M |
| 4 |
Marathon Petroleum
MPC
|
$27.4M |
| 5 |
Northrop Grumman
NOC
|
$26.6M |
Sector Composition
| 1 | Financials | 17.55% |
| 2 | Technology | 15.56% |
| 3 | Energy | 14.12% |
| 4 | Healthcare | 10.54% |
| 5 | Industrials | 9.77% |
