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
$929M
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$27.6M
3
+$26.4M
4
UNH icon
UnitedHealth
UNH
+$25.1M
5
UNM icon
Unum
UNM
+$22.1M

Top Sells

1
+$25.4M
2
+$17.5M
3
+$14.9M
4
PGR icon
Progressive
PGR
+$13.5M
5
ECL icon
Ecolab
ECL
+$11.6M

Sector Composition

1 Financials 23.71%
2 Technology 13.02%
3 Industrials 9.07%
4 Communication Services 8.05%
5 Energy 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$364K 0.04%
700
-14,165
127
$354K 0.04%
2,095
-22,000
128
$270K 0.03%
+1,400
129
$226K 0.02%
30,000
130
$223K 0.02%
+4,000
131
$15K ﹤0.01%
+480
132
$9K ﹤0.01%
130
-14,670
133
– –
-85,700
134
– –
-62,300
135
– –
-94,150
136
– –
-5,560
137
– –
-19,300
138
– –
-3,400
139
– –
-9,700
140
– –
-193,900
141
– –
-2,600
142
– –
-48,200
143
– –
-317,000
144
– –
-140,742
145
– –
-84,400
146
– –
-18,900
147
– –
-33,800
148
– –
-45,900
149
– –
-31,100
150
– –
-32,500
4 5
6
7 8