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
$1.29B
AUM Growth
+$156M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$43.1M
3
+$37.3M
4
LOW icon
Lowe's Companies
LOW
+$36.5M
5
DIS icon
Walt Disney
DIS
+$32.8M

Top Sells

1
+$42.1M
2
+$39.1M
3
+$35.7M
4
WDC icon
Western Digital
WDC
+$35M
5
FNV icon
Franco-Nevada
FNV
+$29.9M

Sector Composition

1 Financials 17.7%
2 Healthcare 13.6%
3 Consumer Discretionary 13.33%
4 Industrials 13.26%
5 Communication Services 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-15,000
177
– –
-49,000
178
– –
-48,400
179
– –
-2,200
4 5 6 7
8