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
$336M
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$19.1M
3
+$17.2M
4
AQN icon
Algonquin Power & Utilities
AQN
+$11.6M
5
AMT icon
American Tower
AMT
+$10.2M

Top Sells

1
+$21.3M
2
+$19.1M
3
+$18.9M
4
BAC icon
Bank of America
BAC
+$17.5M
5
JPM icon
JPMorgan Chase
JPM
+$16.8M

Sector Composition

1 Communication Services 12.7%
2 Financials 11.13%
3 Consumer Staples 10.68%
4 Materials 10.25%
5 Technology 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-9,638
154
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-7,500
155
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156
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-260,000
157
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-98,800
158
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-60,300
159
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-19,875
160
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-148,530
161
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-72,125
162
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-53,410
163
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-24,200
164
– –
-2,500
3 4 5 6
7