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
$491M
AUM Growth
-$796M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$15.9M
3
+$14.1M
4
DG icon
Dollar General
DG
+$12.6M
5
BSX icon
Boston Scientific
BSX
+$12.5M

Top Sells

1
+$28.7M
2
+$27.6M
3
+$26M
4
CNI icon
Canadian National Railway
CNI
+$25.7M
5
HCA icon
HCA Healthcare
HCA
+$24.8M

Sector Composition

1 Healthcare 21.13%
2 Utilities 6.36%
3 Communication Services 5.67%
4 Technology 5.39%
5 Energy 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-28,400
152
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-131,600
153
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-82,800
154
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-148,800
155
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-146,419
156
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-126,800
157
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-248,300
158
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-2,116,600
159
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-207,300
160
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-58,700
161
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-77,500
162
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-91,000
163
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-156,200
164
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-141,103
165
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-102,100
166
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-46,400
167
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-202,400
168
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-146,900
169
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-75,500
170
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-76,000
171
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-67,995
172
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-83,000
173
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-117,330
174
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-28,100
175
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-55,700
4 5 6
7
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