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
$1.03B
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.2M
3
+$18.7M
4
ABBV icon
AbbVie
ABBV
+$18.5M
5
CAT icon
Caterpillar
CAT
+$18.2M

Top Sells

1
+$30.2M
2
+$20.5M
3
+$18.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$18.6M
5
HD icon
Home Depot
HD
+$17.9M

Sector Composition

1 Industrials 18.9%
2 Financials 18.9%
3 Technology 13.28%
4 Materials 8.61%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-8,300
152
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-226,000
153
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-365,000
154
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-407,900
155
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-16,400
156
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-400
157
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-201,600
158
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-300,300
159
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-66,200
160
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-30,600
161
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-84,900
162
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-154,100
163
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-100,200
164
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-24,600
165
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-23,500
166
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-41,050
167
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-476,100
168
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-116,650
169
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170
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-92,375
171
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-56,200
172
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-21,700
173
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-134,600
174
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-140,550
175
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-7,000
5 6
7
8 9