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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152
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154
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-8,300
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157
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-19,200
158
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-42,300
159
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-61,600
160
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-46,700
161
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-41,900
162
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-47,600
163
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-62,409
164
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-444,100
165
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-189,000
166
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-14,000
167
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-52,800
168
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169
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170
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-349,700
171
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172
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173
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-16,700
174
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-72,300
175
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-37,800
4 5 6
7
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