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
$1.01B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$31M
2
+$21.7M
3
+$21.2M
4
TAP icon
Molson Coors Class B
TAP
+$17.7M
5
D icon
Dominion Energy
D
+$15.2M

Top Sells

1
+$33.9M
2
+$26.2M
3
+$26.1M
4
KMB icon
Kimberly-Clark
KMB
+$25.4M
5
META icon
Meta Platforms (Facebook)
META
+$23.5M

Sector Composition

1 Industrials 16.66%
2 Energy 15.36%
3 Healthcare 10.5%
4 Utilities 10.26%
5 Financials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-20,700
152
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-105,900
153
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154
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155
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-8,300
157
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-14,800
158
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-19,200
159
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-42,300
160
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-61,600
161
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-46,700
162
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-41,900
163
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-47,600
164
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-62,409
165
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-444,100
166
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-189,000
167
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-14,000
168
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169
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170
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-128,400
171
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-349,700
172
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-44,700
173
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-138,200
174
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-16,700
175
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-72,300
4 5 6
7
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