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
$1.14B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$38.6M
3
+$36.1M
4
FDX icon
FedEx
FDX
+$35.8M
5
KMI icon
Kinder Morgan
KMI
+$34.4M

Top Sells

1
+$61.6M
2
+$54.1M
3
+$50.1M
4
WMB icon
Williams Companies
WMB
+$46.4M
5
LYB icon
LyondellBasell Industries
LYB
+$41.7M

Sector Composition

1 Financials 28.06%
2 Industrials 13.14%
3 Consumer Discretionary 11.39%
4 Technology 8.18%
5 Healthcare 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-160,100
177
– –
-633
178
– –
-24,000
179
– –
-11,300
180
– –
-26,500
181
– –
-4,400
4 5 6 7
8