BCM

Barometer Capital Management Portfolio holdings

AUM $415M
1-Year Est. Return 86.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.54M
3
+$6.74M
4
IBM icon
IBM
IBM
+$6.57M
5
INTC icon
Intel
INTC
+$6.34M

Top Sells

1
+$9.1M
2
+$8.95M
3
+$7.27M
4
WMB icon
Williams Companies
WMB
+$7.22M
5
HES
Hess
HES
+$7.16M

Sector Composition

1 Technology 21.51%
2 Financials 20.73%
3 Energy 11.38%
4 Industrials 11.28%
5 Materials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$122K 0.03%
+3,400
127
$122K 0.03%
+17,400
128
$122K 0.03%
+3,000
129
$122K 0.03%
+3,000
130
$121K 0.03%
+7,600
131
$121K 0.03%
+30,800
132
$121K 0.03%
+3,800
133
$120K 0.03%
+7,900
134
$120K 0.03%
+2,000
135
$120K 0.03%
+2,200
136
$120K 0.03%
+2,900
137
$120K 0.03%
+3,100
138
$120K 0.03%
+15,200
139
$119K 0.03%
+13,100
140
$119K 0.03%
+9,700
141
$119K 0.03%
+1,000
142
$119K 0.03%
+3,500
143
$119K 0.03%
+4,700
144
$119K 0.03%
+17,427
145
$119K 0.03%
+16,400
146
$119K 0.03%
+28,700
147
$119K 0.03%
+21,100
148
$119K 0.03%
+3,200
149
$119K 0.03%
+1,300
150
$118K 0.03%
+1,400
4 5
6
7 8