BCM
Barometer Capital Management Portfolio holdings
AUM
$362M
1-Year Return
60.62%
This Quarter Return
+12.44%
1 Year Return
+60.62%
3 Year Return
+265.45%
5 Year Return
+1,026.89%
10 Year Return
+7,461.45%
AUM
$1.29B
AUM Growth
+$89.4M
(+7.5%)
Cap. Flow
+$4.14M
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
21.3%
Holding
195
New
63
Increased
27
Reduced
52
Closed
53
Top Buys
| 1 |
Bank of Montreal
BMO
|
$22.3M |
| 2 |
Elevance Health
ELV
|
$20.7M |
| 3 |
Canadian National Railway
CNI
|
$19.7M |
| 4 |
Eli Lilly
LLY
|
$17M |
| 5 |
Verizon
VZ
|
$16.4M |
Top Sells
| 1 |
Suncor Energy
SU
|
$25.6M |
| 2 |
ERF
Enerplus Corporation
ERF
|
$22.9M |
| 3 |
Intel
INTC
|
$21.3M |
| 4 |
TransDigm Group
TDG
|
$21.1M |
| 5 |
S&P Global
SPGI
|
$17.1M |
Sector Composition
| 1 | Healthcare | 15.82% |
| 2 | Technology | 13.84% |
| 3 | Financials | 13.5% |
| 4 | Industrials | 12.96% |
| 5 | Consumer Discretionary | 7.57% |
