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
$390M
AUM Growth
+$50.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$14.6M
3
+$13.5M
4
ORCL icon
Oracle
ORCL
+$12.1M
5
MSFT icon
Microsoft
MSFT
+$11.8M

Top Sells

1
+$15.6M
2
+$13.9M
3
+$13.7M
4
BMO icon
Bank of Montreal
BMO
+$12.9M
5
TMUS icon
T-Mobile US
TMUS
+$12.6M

Sector Composition

1 Technology 24.49%
2 Financials 24.18%
3 Industrials 14.71%
4 Materials 7.86%
5 Energy 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-1,150
152
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-7,800
153
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-37,514
154
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-3,600
155
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-31,130
156
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-32,400
157
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-30,500
158
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-156,770
159
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-2,500
160
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-90,100
161
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-2,170
162
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-13,300
163
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-250
164
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-5,050
165
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-3,300
166
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-33,050
167
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-6,000
168
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-7,350
169
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-4,300
170
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-356,180
171
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-820
3 4 5 6
7