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
$769M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$14.3M
3
+$13.7M
4
PGR icon
Progressive
PGR
+$13.5M
5
PG icon
Procter & Gamble
PG
+$12.6M

Top Sells

1
+$25.9M
2
+$18.8M
3
+$13.8M
4
ENB icon
Enbridge
ENB
+$12.9M
5
MRK icon
Merck
MRK
+$12.7M

Sector Composition

1 Financials 18.34%
2 Technology 11.38%
3 Industrials 9.67%
4 Energy 8.54%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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128
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129
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135
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-634,654
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139
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141
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142
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146
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147
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148
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-95,080
149
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-62,500
150
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4 5
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